UNLOCK THE POWER OF THE VAULT

REITs Look Strong — For Now

June 1, 2016

| WealthManagement Magazine | May 27, 2016

So far this year, U.S. real estate investment trusts are handily beating the Standard & Poor’s 500 stock index, as income-oriented investors remain drawn to the trusts’ often-juicy yield.

Two factors are driving the performance: continued low interest rates and a rebound in the physical real estate market, whether residential or commercial. The MSCI US REIT Index Total Return is up 4.17 percent as of mid-May, versus the S&P 500 year-to-date return of 0.41 percent.

ReKeithen Miller, portfolio manager with Palisades Hudson Financial Group, said strength in the multi-family apartment units and mall properties are supporting the equity REITs tied to physical properties. Another tailwind: Commercial spaces are filling up as the unemployment rate drops.

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

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