Sheaff Brock senior portfolio manager JR Humphreys Archives

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...

Holiday "gift bags" filled with last-minute ideas for investors' year-end planning | Sheaff Brock

19 Dec

A Potpourri of Year-End Planning Ideas

Just as retailers—and etailers—are out in force with eleventh-hour holiday gift ideas, financial companies are offering “gift bags” filled with last-minute ideas for investors’ year-end planning. And, while it’s never too late for financial planning, there are certain December deadlines and cutoff dates, as Kiplinger.com details: RMDs Required Minimum Distributions from IRAs, 403(b)s and 401(k)s must be completed by December 31. However, for the year in which you turn 70.5, you may defer your first RMD until April 1st of the [...]

By Sheaff Briefs Editor Perspectives, Possibilities
529 contributions, financial planning, investors year-end planning, required minimum distributions, retirement plans, Roth conversions, Sheaff Brock, Sheaff Brock senior portfolio manager JR Humphreys, Sheaff Brock Senior Vice President of Investments Christy Jordan, tax loss harvesting, year-end planning Read more...

Sheaff Brock Refresher Course on Preferred Stock

27 Sep

Preferred Stock 101+

(Quick Preferred Stock “cheat sheet” coaching session for those “in the know,” but who could use a little reminder before investing): Companies raise capital by either borrowing money or by selling ownership. To accomplish that goal, they issue either debt or equity securities. As an alternative, by issuing preferred stock, a company combines the characteristics of both debt and equity. There are some advantages to a company that issues preferred securities: Issuing preferred stock as opposed to bonds keeps the [...]

By Sheaff Briefs Editor Perspectives, Portfolios
active management, callable preferred stock, convertible preferred stock, cumulative preferred stock, current yield, generate income, investors, noncumulative preferred stock, portfolio diversification, preferred dividends, preferred stock, preserve capital, qualified dividends, Sheaff Brock Preferred Income portfolio, Sheaff Brock senior portfolio manager JR Humphreys, yield to call Read more...

Actively Sailing Showing Active Management of Portfolios | Sheaff Brock Investment Advisors

19 Jul

Staying Active with Preferreds

The Sheaff Brock Preferred Income portfolio is an actively managed strategy, and there are reasons why. With the two-part goal of generating income while preserving capital, Senior Portfolio Manager JR Humphreys utilizes both institutional and retail preferred shares. No question as to which side of the ongoing debate about the merits and shortcomings of active vs. passive management is exemplified in the Preferred Income portfolio. So, what is the distinction between active management and a passive approach? Passive investors buy an [...]

By Sheaff Briefs Editor Perspectives, Portfolios
Abbot Downing, active management, Active Versus Passive Investing, active vs. passive management, credit rating, duration, generate income, liquidity, option-adjusted spread, passive management, Preferred Income Portfolio, preferred shares, preserve capital, Sheaff Brock, Sheaff Brock senior portfolio manager JR Humphreys, yield to call 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...

Sheaff Brock Preferred Income Portfolio | Impact of New Tax Law on Preferred Stock

10 Apr

New Tax Law Bodes Well for Companies Issuing Preferred Stock

There’s a whole lot of media buzz going on about the new tax law and how good a thing that law is turning out to be for corporate America. Turns out, certain features of the law may be a very good thing for investors in preferred stock as well. What’s that all about? First, by way of quick review, preferreds are hybrid securities, blending traits of both stocks and bonds. Preferreds, like common stock, represent ownership in a company, but [...]

By Sheaff Briefs Editor Portfolios, Possibilities
actively managed strategy, dividend income, hybrid securities, lower corporate tax rate, new tax law, preferred securities, preferred stock, preferred stocks, 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...

Tag - Sheaff Brock senior portfolio manager JR Humphreys

Real Estate in Recovery Mode Plus

REIT Investing in the Wake of the Pandemic

A Potpourri of Year-End Planning Ideas

Preferred Stock 101+

Staying Active with Preferreds

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

New Tax Law Bodes Well for Companies Issuing Preferred Stock

Managing Interest Rate Risk in a Preferred Stock Portfolio

Sheaff Brock Market Update

Sheaff Brock Market Update

Tag - Sheaff Brock senior portfolio manager JR Humphreys

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