Tag Archives: real estate investment trusts

What Are the Core Asset Classes for Total Return Portfolios?

One of the most important questions for investors and advisors is identifying a set of asset classes that will be considered for inclusion in a portfolio.  Some people will decide that all they need or want is one broad stock market index fund and one bond fund.  Others will choose to include Real Estate Investment Trusts (REITs) and commodities.  There are well-thought-out arguments that inflation-protected government bonds (TIPS) are a major core asset class.  It is also quite common for investors or advisors to break stocks out into value vs. growth and small cap vs. large cap.  Continue reading

Sector Watch: Retail REITs

Real Estate Investment Trusts (REITs) are companies that own and, typically, manage real estate investments to generate income.  REITs may also invest in mortgage securities (these are called mortgage REITs or mREITs).  REITs may specialize in specific types of properties.  The Folio Investing Retail REIT Folio holds equal-weight allocations to the largest publicly-listed REITs that own and manage shopping centers, outlet malls, and urban retail property.  Retail stores lease space from the REITs and the leases are the primary source of income. Continue reading