Tag - Real Estate Investment Trusts

Advice to the Advisors

Cityscape for REITs and New Tax Law Savings | Sheaff Brock Institutional Group

New Tax Law May Not Be the Only Reason to Pay Heed to REITs

Remarking on the fact that the Tax Cuts and Jobs Act is set to deliver over a trillion dollars in tax savings over the next decade, adding fuel to an already healthy economy, those tax savings can stand to generally improve the tax efficiency of REITs and other real asset investments,” JR Humphreys, portfolio manager of the Sheaff Brock Real Estate Income & Growth strategy posits. One of the central features of the tax bill is a 20% deduction on [...]

Advice to the Advisors

Woman climbing a Wall of Worry | Sheaff Brock Institutional Group on REITs

Talking Investors Down Off the REIT Wall of Worry

Is the current market uptrend simply a function of investors’ “Wall of Worry,” that significant uncertainty about stock price sustainability? But what about REITs? “Long before investors fell in love with Facebook and Amazon.com or even the hot stocks of past generations such as utilities and railroads, real estate inspired dreams of wealth,” writes John Coumarianos. “Some financial advisers and pundits helped fuel the love affair, suggesting that investors could reduce volatility and boost returns by adding real-estate investment [...]