Tag - JR Humphreys

Advice to the Advisors

shopping mall, sheaff brock REIT investing, stores in a shopping mall

The Multifaceted Role of REITs in Post-Pandemic Portfolios

“REITs and the 516,000 properties they own and operate will play a key role in bringing America back together,” Matthew Bechard, Editor-in-Chief of REIT Magazine predicts. JR Humphreys, portfolio manager of the Sheaff Brock Real Estate Income & Growth strategy, is in agreement. To be sure, Humphreys admits, certain areas of real estate were negatively, even severely, impacted by the pandemic, including: shopping malls “big box” stores restaurants gaming facilities hotels apartments office buildings In contrast, even at the pandemic’s height, [...]

Advice to the Advisors

Preferred Stock as Portfolio Ballast | Sheaff Brock Institutional

Preferred Stock as Portfolio Ballast

“Corporate bonds and preferred stocks are two of the most common ways for a company to raise capital,” Ravi Srikant writes in Investopedia, and income-seeking investors, he says, can make good use of both. While bonds make regular interest payments, preferreds pay fixed dividends, Srikant explains, going on to note three qualities the two investment types share: Interest rate sensitivity—the security’s price falls when interest rates rise. Callability—the issuer has the right to call back the security and issue [...]

Advice to the Advisors

Sheaff Brock | Preferred Stock portfolio strategy | cat between dogs

There’s a Method to Dealing with Preferreds

Think of preferred stock as “middlers,” Sheaff Brock Senior Portfolio Manager JR Humphreys advises. Preferred stocks are income enhancers, yes, but they may have a higher return potential than bonds. At the same time, preferreds don’t act like other stocks, and, in fact, can carry less risk than their common cousins. In speaking with our Institutional editor, Humphreys outlined the five basic considerations he uses in the selection process when building a preferred portfolio: Liquidity—Many preferred issues are small, making [...]