rising interest rates Archives

crossroads in the woods, value stocks, growth stocks

20 Jan

Value Stocks Could Hit the Comeback Trail

“Already, some small cap value stocks are outperforming the broader category of small caps,” observes Sheaff Brock Managing Partner Dave Gilreath. There are various indications, Gilreath adds, that the long period in which growth stocks dominated the stock market may be moving towards an end. Growth vs. value With both growth and value stocks, there is an expectation that, over time, they will outperform the overall market, but the two types of stock don't tend to do that at the same [...]

By Sheaff Briefs Editor Perspectives, Possibilities
bull run market, Delta variant of COVID-19, dividends, growth stocks, higher returns, Investopedia.com, outperform the market, price of commodities, reverse globalization, rising interest rates, Sheaff Brock Managing Partner Dave Gilreath, small-cap value stocks, tech stocks, trading below worth, value stocks Read more...

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 Sheaff Briefs Editor Perspectives, Portfolios
apartment buildings, current recession, diversification, economic activity, economic recovery, inflation concern, job growth, JR Humphreys, nareit.com, office buildings, pandemic recession, real estate investment, Real Estate Investment Trust, REITs, retail centers, rising interest rates, server farms, Sheaff Brock, Sheaff Brock senior portfolio manager JR Humphreys, U.S. economy, warehouses Read more...

shopping mall as part of REITs portfolios | JR Humphreys explains

28 Apr

REIT Investing in the Wake of the Pandemic

“REITs and real estate owners have played an important role across the country throughout the pandemic,” writes Matthew Bechard, Editor-in-Chief of REIT Magazine, predicting that “REITs and the 516,000 properties they own and operate will play a key role in bringing America back together.” JR Humphreys, portfolio manager of the Sheaff Brock Real Estate Income & Growth Strategy, definitely agrees. There were certainly areas of real estate which were negatively, even severely, impacted by the pandemic, Humphreys admits, naming: shopping [...]

By Sheaff Briefs Editor Perspectives, Portfolios
apartments, cell towers, data server farms, gaming facilities, industrial warehouses, JR Humphreys, mortgage rates, need for office space, online shopping, REIT dividend yields, REITs, restaurants, rising interest rates, Sheaff Brock Real Estate Income & Growth strategy, Sheaff Brock senior portfolio manager JR Humphreys, shopping malls, Simon Properties, sunbelt states, Treasury yields Read more...

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 [...]

By Sheaff Briefs Editor Perspectives, Portfolios
corporate tax rates, distributed income, long-term capital appreciation, managing downside risk, pass-through income, private equity firms, property acquisition, property holdings, Real Estate Investment Trust, REIT, REITs, rising interest rates, Sheaff Brock Real Estate Income & Growth strategy, Sheaff Brock senior portfolio manager JR Humphreys, Tax Cuts and Jobs Act, tax savings Read more...

REITs | Bricks in the Wall of Worry? | Sheaff Brock

09 Oct

Real Estate Investment Trust Valuations—Bricks in the Wall of Worry?

The “Wall of Worry,” an informal expression used in financial jargon since the 1950s, refers to a market uptrend that occurs when there is significant uncertainly about stock price sustainability. But what about REITS? Are these stock/real estate hybrids bricks in the “Wall” as well? “Long before investors fell in love with Facebook and Amazon.com or even the hot stocks of past generations such as utilities and railroads, real estate inspired dreams of wealth,” writes John Coumarianos. “Some financial advisers and pundits helped [...]

By Sheaff Briefs Editor Perspectives, Portfolios
"Wall of Worry", Amazon.com, capital appreciation, comparative yields, Facebook, income potential, portfolio diversification, real estate investing, Real Estate Investment Trusts, REITs, rising interest rates, S&P 500, Sheaff Brock senior portfolio manager JR Humphreys, stock market, U.S. Aggregate Bond, U.S. REIT Index Read more...

Sheaff Brock Preferred Stock portfolio | question marks about rising interest rates

16 Apr

Preferred Stock—Expect the Question; Consider the Answer

The unrelenting search for reliable investment income is an important theme in retired clients’ investment plans, and preferred securities certainly share the limelight. What’s more, given the current buzz about the new tax law, it’s hard to ignore the fact that certain features of the law can favor investing in preferred stock, potentially increasing the demand for high-income investment vehicles. The question: As you’re discussing this very topic at the tennis club, expect the question: Interest rates are on the rise. By [...]

By Sheaff Briefs Editor Portfolios, Possibilities
active portfolio management, diversified income stream, investment income, new tax law, preferred income, preferred securities, preferred stock, preferred stocks, rising interest rates, Sheaff Brock Investment Advisors, Sheaff Brock Preferred Income portfolio, Sheaff Brock senior portfolio manager JR Humphreys Read more...

Interest Rate Signs Increasing in Size | Managing Interest Rate Risk for Preferred Stock Income | Sheaff Brock Investment Advisors

02 Apr

Managing Interest Rate Risk in a Preferred Stock Portfolio

If I invest in preferred stock for the income just when interest rates are rising, won’t I be setting myself up for losing money? “Not necessarily,” contends JR Humphreys CFA, CAIA, Senior Portfolio Manager at Sheaff Brock Investment Advisors. Humphreys explains that, “increasing interest rates is usually the result of an improving economy that could lead to credit rating upgrades for the preferred equity, resulting in a higher price.” Many investors have the perception that preferred securities are highly interest-rate [...]

By Sheaff Briefs Editor Portfolios, Possibilities
actively managed securities, callable preferred securities, credit rating upgrades, floating rate securities, income generation, increasing cash flows, preferred equity, preferred income, preferred securities, preferred stock, Preferred Stock Income, rising interest rates, Sheaff Brock Director Jim Murphy, Sheaff Brock Preferred Income portfolio, Sheaff Brock senior portfolio manager JR Humphreys, stock/bond portfolio mix Read more...

Sheaff Brock Investment Advisors | Indianapolis | Preferred Stock Performance | Asset Class

30 Oct

Will Higher Interest Rates Huff and Puff Your House Down?

Ever since (think back approximately a year-and-a-half) rates began their slow upward movement, income investors have experienced a certain degree of worry about the “big bad wolf” blowing down their carefully constructed investment “abodes.” Thankfully, as Sheaff Brock senior portfolio manager JR Humphreys, CFA, CAIA explains, if you’ve “built” for the longer term (planning a longer holding period), there may be little reason for concern. In fact, Humphreys pointed out in an October interview with our SheaffBriefs editor, since December [...]

By Sheaff Briefs Editor Perspectives, Portfolios
fixed-income investments, hybrid securities, investment opportunities, long term investment plan, long-term interest rates, preferred income, preferred stock, preferreds higher yield, rising interest rates, Sheaff Brock Investment Advisors, Sheaff Brock senior portfolio manager JR Humphreys, stocks and bonds Read more...

Sheaff Brock | rising interest rates | Dave Gilreath Sheaff Brock | income-bearing investment strategies | REITs | Preferred Stocks

12 Oct

Do Rising Interest Rates Put Investors Behind the Curve? It Ain’t Necessarily So.

Rates are rising. They will likely keep rising; accept that and adjust, is the message astute investors should be receiving. Rates are rising. They will likely keep rising; accept that and adjust, is the message astute investors should be receiving. When we compare the rates on U.S. Treasury bonds now to those of one year ago, Sheaff Brock Managing Director Dave Gilreath observes, at every maturity, rates are higher now by 60 to 95 basis points. Actually, he adds, U.S. 10-year [...]

By Sheaff Briefs Editor Perspectives, Portfolios
Financial Times, floating rate investments, income-bearing strategies, iShares U.S. Preferred ETF, preferred stock, REITs, rising interest rates, Treasury Bond EF, U.S. 10-year yields, U.S. Treasury bonds Read more...

Sheaff Brock REITs portfolio investment performance rising interest rates

01 Sep

REITs in a Rising Interest Rate Environment

Concerned that, as soon as interest rates start moving in an upward direction, any real estate-related investments you have will be slated to take a “hit”? ’Tain’t necessarily so, according to Alfred Galli in Seeking Alpha. He concludes that “on an historical basis, there is no strong correlation between rates and prices (of real estate).” Michael Orzano of S&P Dow Jones Indices admits there’s growing concern today about how REITs will perform “when interest rates ultimately rise from their [...]

By Sheaff Briefs Editor Perspectives
REIT dividends, REIT income, REIT performance, REIT performance fundamentals, REIT returns, rising interest rates, S&P 500 performance, U.S. REITs performance Read more...

Tag - rising interest rates

Value Stocks Could Hit the Comeback Trail

Real Estate in Recovery Mode Plus

REIT Investing in the Wake of the Pandemic

New Tax Law May Favor REIT Investors

Real Estate Investment Trust Valuations—Bricks in the Wall of Worry?

Preferred Stock—Expect the Question; Consider the Answer

Managing Interest Rate Risk in a Preferred Stock Portfolio

Will Higher Interest Rates Huff and Puff Your House Down?

Do Rising Interest Rates Put Investors Behind the Curve? It Ain’t Necessarily So.

REITs in a Rising Interest Rate Environment

Sheaff Brock Market Update

Sheaff Brock Market Update

Tag - rising interest rates

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