Investing in real estate stocks provides exposure to the property market without direct ownership. These stocks, often Real Estate Investment Trusts (REITs), offer potential for steady income through dividends and capital appreciation. They also provide diversification, as they typically have low correlation with traditional equities. Real estate stocks allow access to various market segments, such as commercial, residential, and industrial properties, spreading risk. By selecting high-quality real estate stocks, investors can benefit from the sector's stability and growth while enjoying stock market liquidity.

Real Estate

What are Real Estate Stocks?

Real Estate stocks refer primarily to publicly traded REITs (Real Estate Income Trusts). A REIT is an investment vehicle that pools investors' money to buy real estate classes that individual investors generally don't have access to, such as office buildings, hospitals, data centers, hotels, apartment buildings, and more.

Benefits of Investing in Real Estate

Inflation-adjusted income
Opportunity for capital gain
Choice to reinvest dividends for growth

Risks of Investing in Real Estate

Asset class concertation risk
Values can fluctuate from overall real estate market conditions

Why We Invest in Real Estate

REITs have historically outperformed the S&P 500 and corporate bonds over a long period of time. Real estate as an asset class has a low correlation (degree of movement of two investments in relation to each other) to the stock and bond markets, resulting in an effective hedge against volatility. Our strategy holds a combination of small- and mid-sized REITs, varying at approximately 50% of each type, depending on portfolio management activity. Individual holdings are diversified across a wide variety of real estate sub-sectors.