Thinking about investing in commercial real estate portfolios? Here’s a look back at how REITs fared during the tail end of 2017. (For other factor investing REIT results, see our REIT Blog archives.)
A Quarter-End Factor-Investing Summary Continue reading “4Q17 Comments:
REIT (Real Estate Investment Trusts)”
“Are the fees that these funds are charging right now justifiable, given the outcomes and given that, in many cases, they are just simply ‘repackaging exposures’?
. . .
Absolutely. Because at the end of the day, “strategic beta is just a new form of active management.”
— Ben Johnson (Director, Global ETF Research Morningstar)
While factor investing has experienced significant proliferation across the equity landscape, the approach has largely been ignored in the publicly-traded real estate securities market. Continue reading “3Q17 Factor Alpha Newsletter
“What Works on Wall Street” Podcast
According to our research — and apparently for no good reason — the efficacy of factor signals in real estate investing has largely been upstaged by the factor revolution in the equities market. In fact, the public real estate market is uniquely inefficient and a fertile ground for active, factor-based investing…
Episode 3 transcript: Continue reading “Podcast 3: Finding the Factor Alpha in REITs”
Here’s what we found:
- The public real estate market is uniquely inefficient and a fertile ground for active, factor-based investing.
- Real estate is a diversifying asset class with many benefits, but most investors are under-allocated.
- Public REITs offer complementary exposure while avoiding the drawbacks and barriers to entry of private real estate, but with lower fees and no loss of performance.
Continue reading “5 Ways a Factor Alpha Approach
Can Boost REIT Portfolios”