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Tag - Real Estate Investment Trust

Sheaff Brock REIT, 5G, cell phone towers, real estate investing
25 Oct

Real Estate in Recovery Mode Plus

Portfolio Manager JR Humphreys ends every presentation with a reminder that real estate is an asset class that “has everything to offer,” including the potential for both rising dividend yields and capital appreciation. Inflation? Real estate investments serve as a hedge, Humphreys explains—as the cost to replace structures rises, the value of existing buildings goes up. Portfolio Manager JR Humphreys ends every presentation with a reminder that real estate is an asset class that “has everything to offer,” including the [...]

By Perspectives, Portfolios
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REIT Investing and the New Tax Law | Sheaff Brock
21 Jun

New Tax Law May Favor REIT Investors

The Tax Cuts and Jobs Act is set to deliver significant tax savings over the next decade, which might well help an already healthy economy, says JR Humphreys, portfolio manager of the Sheaff Brock Real Estate Income & Growth strategy. Here’s why, Humphreys continues: One of the central features of the tax bill is a 20% deduction on pass-through income. By law, REITs must distribute at least 90% of their income. And, since the REITs themselves do not pay tax [...]

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Sheaff Brock Investment Advisors REITs portfolio performance investing in apartments
04 Aug

REITs – The Timing may be Just Right

Investment income can be rather hard to find these days, as you’ve no doubt noticed. With interest rates in “the 2’s,” (not to mention the risk of principal loss when, as Kiplinger predicts, those rates likely rise), it’s time to get strategic, taking a broader look at portfolio possibilities. When both stock and bond markets become more unpredictable, Sheaff Brock feels it becomes important to diversify into assets that are less correlated with traditional stock, bond, and cash holdings. [...]

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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 [...]

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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 [...]

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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 [...]

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Sheaff Brock REITs portfolio investment strategy
05 May

The Importance of REITs in a Diversified Portfolio

A real estate investment trust (REIT) is a company that owns, and in most cases operates, income-producing real estate. In today’s environment, Sheaff Brock Managing Director Ron Brock explains, REITS can make a lot of sense for investors searching for diversification and yield. While direct ownership of income-producing real estate typically means loss of liquidity, REITS trade on major exchanges like stocks and can provide investors with an extremely liquid stake in real estate. In fact, the three primary advantages [...]

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