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The Motley Fool December 22, 2003 Mathew Emmert |
REIT-allocate Your Portfolio A look at the diversification and income-producing benefits of Real Estate Investment Trusts (REITs), along with some conservative strategies for putting REITs to work in your portfolio.  |
Financial Planning February 1, 2005 Donald Jay Korn |
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing.  |
Real Estate Portfolio May/Jun 2006 Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose.  |
Registered Rep. November 1, 2002 Sam Jaffe |
The Aging REIT Craze Are we in the midst of a REIT bubble that, much like the dot-com bubble before it, is bound to pop?  |
Financial Planning June 1, 2012 Craig L. Israelsen |
Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification.  |
Financial Advisor October 2010 Marla Brill |
Comeback Kids REIT ETFs have staged a strong rebound after a nearly two-year drubbing of real estate stocks that drove prices down by as much as 60%.  |
Financial Advisor November 2012 Tom Lydon |
It's Not Too Late For REIT ETFs The sector should continue to show strength, as long as job growth supports higher rents and tenant demand.  |
Investment Advisor October 2009 Vaughan Scully |
The ETF Advisor: Real Estate ETFs Well-run real estate investments trust funds have much to offer.  |
Financial Planning January 1, 2007 Donald Jay Korn |
Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction.  |
National Real Estate Investor November 1, 2004 Nicholas Yulico |
Why Investors Are Still Betting on REITs So far this year, REITs remain hot. As of mid-October, the Morgan Stanley REIT Index had posted a total return of 17.8% year-to-date, while the S&P 500, Nasdaq Composite Index and Dow Jones Industrial Average were all in the red.  |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
The Investment Landscape Martin Cohen of Cohen & Steers and Jim Keagy of Barclays Global Investors comment on the strong run the REIT equity market has been on and where REITs as an investment alternative are heading.  |
Financial Planning October 1, 2006 Israelsen & Hansen |
The REIT Stuff? Some funds in this hot sector may be wandering away from mainline REIT stocks and into other neighborhoods.  |
Registered Rep. May 27, 2015 Debbie Carlson |
REITs and Rates Some investors see the recent falloff in REITs -- down 1.43 percent year-to-date, and down 5.9 percent in April alone, according to the MSCI U.S. REIT index -- as a natural retrenchment.  |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.  |
Registered Rep. November 1, 2005 Kevin Burke |
Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments.  |
Financial Planning May 1, 2005 David A. Twibell |
Are REITs Too Rich? Real estate investment trusts have been standout performers. But after five years of market-beating returns, are they poised for a fall?  |
The Motley Fool May 7, 2007 Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc.  |
The Motley Fool February 26, 2007 Dan Caplinger |
The REIT Stuff Though REITs may play a useful role in creating a well-balanced portfolio, investors shouldn't expect those 25% annual returns to continue forever.  |
Financial Planning April 1, 2005 Russell Wild |
REITs Go Global Welcome to the brave new world of international real estate securities.  |
The Motley Fool April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF).  |
Real Estate Portfolio Nov/Dec 2006 Mike Fickes |
Through the Looking Glass Investment professionals from outside the world of REITs provide their view on real estate.  |
Financial Planning January 1, 2006 Donald Jay Korn |
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta.  |
Registered Rep. May 26, 2015 Brad Zigler |
Can REITs Sustain Their Gains? Since the so-called Taper Tantrum of 2013, real estate investment trusts (REITs) have been taking their cues from the Federal Reserve Board.  |
The Motley Fool August 29, 2007 Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF.  |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
A Defined Benefit Pension Plans Reap the Benefits of REITs... REITs Shine in Research Studies... Benefits of REIT Investing... True Diversification... etc.  |
Financial Planning October 1, 2008 April Recksiek |
Index Battle Investors who want to build an index-based portfolio have two viable mechanisms: index-based mutual funds and exchange-traded funds (ETFs).  |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients.  |
National Real Estate Investor April 1, 2006 Jennifer Popovec |
Leaving Their Comfort Zone Enticed by commercial real estate's healthy returns over the past several years, institutional investors continue to plow increasing sums of capital into an assortment of property markets, but with a new international twist.  |
Real Estate Portfolio Jul/Aug 2007 Erin Corcoran |
Shining Stars New research helps drive home a simple fact: when it comes to delivering performance, stability, and portfolio diversification, no part of the stock market even comes close to REITs.  |
The Motley Fool October 5, 2010 Dan Caplinger |
7 ETFs for the Perfect Portfolio You don't need a lot of flash or bling to invest smart.  |
The Motley Fool October 17, 2006 Buz Livingston |
Sergeant Pepper's Index Fund Vanguard 500 Index Fund celebrated its 30th birthday last August. The success of the index fund has spawned exchange traded funds and other passive investment strategies.  |
National Real Estate Investor October 1, 2005 Matt Hudgins |
REIT Values: In the Eye of the Beholder? This year, REIT shares are showing signs of vulnerability. While they continue to outperform broad indices such as the S&P 500, they have begun to fluctuate, suffering a 9% loss in August when investors became jittery over a drop in bond prices.  |
Financial Planning December 1, 2008 Donald Jay Korn |
Submerging Markets Does it make sense to put money into emerging-markets stocks or funds now, at the current depressed prices?  |
Financial Planning December 1, 2005 Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners.  |
BusinessWeek March 1, 2004 |
Funds In A Feeding Frenzy Exchange trade funds are fine, says manager William Bernstein. But index funds are better  |
Financial Advisor December 2007 Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.  |
Registered Rep. June 25, 2010 Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund.  |
Financial Advisor May 2004 C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed.  |
The Motley Fool April 28, 2009 Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.  |
Real Estate Portfolio Special Issue 2005 Christopher M. Wright |
Global REIT Indexing--The Shape of Things to Come An interview with two industry experts on the impact of indexing on global real estate to raise the profile of the FTSE EPRA/NAREIT series among investors worldwide.  |
The Motley Fool August 12, 2010 Amanda B. Kish |
3 New ETFs Worth Buying Here are three new ETFs worth a second look.  |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.  |
Financial Advisor October 2006 Joshua M. Kaplan |
When Did REITs Become An Asset Class? REITs as an asset class eventually will fade away, most likely when the returns become less attractive and the real estate market slows further. It's a fad, plain and simple.  |
The Motley Fool October 24, 2011 Selena Maranjian |
You Can Beat the Privileged Rich In a study commissioned by NAREIT that looked at 20 years of data, Morningstar found that publicly traded stock REITs performed considerably better than private equity real estate funds.  |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.  |
Financial Planning August 1, 2007 Timothy J. McIntosh |
Reassessing REITs Are real estate investment trusts finally poised for a tumble -- or are the bears crying wolf? Planners who utilize significant portions of REITs in their clients' portfolios should reevaluate their recommendations.  |
The Motley Fool October 4, 2011 Dan Caplinger |
Watch Out for These Costly Investments High costs can make ETFs look bad.  |
The Motley Fool July 30, 2007 Amanda B. Kish |
The Key to ETF Success As firms such as Vanguard and Barclays continue to duke it out for dominance in the ETF arena, costs will likely continue to fall across the board. That should be a good thing -- for both investors and the ETF market in general.  |
The Motley Fool January 28, 2011 Amanda B. Kish |
10 Core Stocks: A Vanguard Total Stock Market ETF Update The fund's success speaks to the importance of having a diversified portfolio that covers all the stops in the market capitalization spectrum.  |
The Motley Fool August 3, 2006 Selena Maranjian |
Be a Real Estate Tycoon Want to make some money? Consider real estate. Whether buying a property or shares of a real estate investment trust, it's imperative that you do your research.  |