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.

Article Located Here

Go Back
Gil Armour, CFP
February 3, 2016

I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.