June 2017 - Sheaff Briefs

Active portfolio management for REIT investment strategy at Sheaff Brock Investment Advisors

15 Jun

You Can’t “Peanut Butter” REIT Diversification

Sure, diversification is key when selecting holdings for a Real Estate Investment Trust portfolio, Sheaff Brock Director Jim Murphy acknowledges. But you can’t just take a “peanut butter” approach to the real estate market, he cautions, spreading resources evenly among different sectors and assuming investment magic will ensue. After all, he reminded our SheaffBriefs editor, different sectors perform differently in different economic times. In times of high population growth and high job creation, for example, it may make sense to [...]

By Sheaff Briefs Editor Perspectives, Portfolios
active portfolio management, diversification and yield, economic conditions, investment portfolio, portfolio diversification, portfolio reallocaitons, real estate investing, Real Estate Investment Trust, REITs Read more...

apartment reits in diversified real estate & income portfolio sheaff brock investment advisors

09 Jun

Make Room for REITs in Your Portfolio

Real estate investment trusts, or REITs, are companies that own, and in most cases manage, income-producing real estate. In today’s environment, REITs may make a lot of sense for investors seeking diversification and yield. Perhaps you’ve avoided owning income-producing real estate because you’re uncomfortable losing liquidity. Since REITs trade on major exchanges like stocks, they offer the potential for a more liquid stake in real estate. In fact, as Investopedia explains, the three primary advantages of REITs include: active [...]

By Sheaff Briefs Editor Portfolios, Possibilities
diversification, diversification and yield, diversified investment portfolio, dividend payout ratios, investment income, investment strategies, long-term strategy, managing risk, portfolio diversification, Real Estate Investment Trust, REITs Read more...

Healthcare REITs, real estate investment trust, Sheaff Brock REIT portfolio

01 Jun

Is There a Vacancy in Your Portfolio?

As markets have become more unpredictable, investors have begun to seek assets that are less correlated with traditional stock, bond, and cash holdings. While owning real estate has always been one way to diversify assets, direct ownership of property has two big challenges: as an investment, real estate is illiquid; maintaining property can be expensive and time consuming. Since 1960, however, as Sheaff Brock Director Jim Murphy explains, REITs (Real Estate Investment Trusts) have allowed investors the best of both [...]