Investment Trusts and Funds from the Investor's Point of View

Investment Trusts and Funds from the Investor's Point of View PDF Author: American Institute for Economic Research
Publisher:
ISBN:
Category : Mutual funds
Languages : en
Pages : 52

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Investment Trusts and Funds from the Investor's Point of View

Investment Trusts and Funds from the Investor's Point of View PDF Author: American Institute for Economic Research
Publisher:
ISBN:
Category : Mutual funds
Languages : en
Pages : 52

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Book Description


The Intelligent REIT Investor

The Intelligent REIT Investor PDF Author: Stephanie Krewson-Kelly
Publisher: John Wiley & Sons
ISBN: 1119252768
Category : Business & Economics
Languages : en
Pages : 216

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Book Description
The go-to guide for smart REIT investing The Intelligent REIT Investor is the definitive guide to real estate investment trusts, providing a clear, concise resource for individual investors, financial planners, and analysts—anyone who prioritizes dividend income and risk management as major components to wealth-building. The REIT industry experienced a watershed event when Standard & Poors created a new Global Industry Classification Standard (GICS) sector called Real Estate. Publicly traded equity REITs have been removed from Financials, where they have been classified since their creation in 1960, and have begun trading as their own S&P Sector. This separation from banks and financial institutions has attracted new investors, but REITs require an industry-specific knowledge that is neither intuitive nor readily accessible to newcomers—until now. Using straightforward language and simple example to illustrate important concepts, this book will enable any reader to quickly learn and understand the lexicon and valuation techniques used in REIT investing, providing a wealth of practical resources that streamline the learning process. The discussion explains terminology, metrics, and other key points, while examples illustrate the calculations used to evaluate opportunities. A comprehensive list of publicly-traded REITs provides key reference, giving you access to an important resource most investors and stockbrokers lack. REITs are companies that own or finance commercial rental properties, such as malls and apartment buildings. Despite historically high total returns relative to other investments, such as the Nasdaq or S&P 500 index, most investors are unfamiliar with the REIT industry, and wary of investing without adequate background. This book gets you up to speed on the essentials of REIT investing so you can make more informed—and profitable—decisions. Understand REITs processes, mechanisms, and industry Calculate key metrics to identify suitable companies Access historical performance tables and industry-specific terminology Identify publicly-traded REITs quickly and easily REITs have consistently outperformed many more widely known investments. Over the past 15-year period, for example, REITs returned an average of 11% per year, better than all other asset classes. Since 2009, REITs have enjoyed positive returns; large cap stocks and cash are the only other classes that paralleled that record. Even in 2015, a 'year of fear' related to rising rates, REITs returned 2.4%, beating most all other asset classes. REITs have a long history (over fifty years) of performance, and have entered the big leagues. If you feel like you've been missing out, don't keep missing out. Prepare yourself, and your portfolio, to benefit from the demand for REITs that have followed the creation of a Real Estate GICS sector. The Intelligent REIT Investor gives you the information you need to invest wisely and manage your real estate risk effectively. By maintaining a tactical exposure in the brick and mortar asset class, investors should benefit from the information contained in The Intelligent REIT Investor. Join the REIT world and look forward to owning stocks that will help you to sleep well at night.

Investing in REITs

Investing in REITs PDF Author: Ralph L. Block
Publisher: Bloomberg Press
ISBN: 1576601935
Category : Business & Economics
Languages : en
Pages : 384

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Book Description
The consistency of REITs' earnings and their high dividend yields, together with the low correlation of REIT stock prices with prices of other asset classes, make real estate investment trusts a unique opportunity for investors. Drawing on more than thirty years of successful investing experience with REITs, Ralph L. Block has created the ultimate REIT guide. This third edition, fully updated, explains the ins and outs of this attractive asset class in an uncomplicated style that makes it easy for novice and professional investors, as well as financial planners and investment advisers, to find what they need to know. This new edition offers the following: How to spot blue-chip REITs and control investment risk How REITs compare with other investments How to build a diversified REIT portfolio, directly or with REIT mutual funds Understanding the risk-and-reward dynamics of commercial real estate Important new developments and strategies in the REIT industry

Real Estate Investment Trusts

Real Estate Investment Trusts PDF Author: Su Han Chan
Publisher: Financial Management Association Survey and Synthesis
ISBN: 9780195155341
Category : Business & Economics
Languages : en
Pages : 40

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Book Description
This work provides the investing public, real estate practitioners, regulators and real estate and finance academics with up-to-date information on what modern scholarly research tells us about Real Estate Investment Trusts (REITs). REITs are credited to allow institutional and individual investors to invest in real estate via a corporate entity. The increasing interest in REITs as indicated by their growth in market capitalization and institutional holdings in the United States and around the world suggests that REITs are becoming an increasingly important part of investors' diversified portfolio.

Investment Trusts and Investment Companies: Abuses and deficiencies in the organization and operation of investment companies. 6 v

Investment Trusts and Investment Companies: Abuses and deficiencies in the organization and operation of investment companies. 6 v PDF Author: United States. Securities and Exchange Commission
Publisher:
ISBN:
Category : Investments
Languages : en
Pages : 1270

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Book Description


Investment Trusts and Investment Companies

Investment Trusts and Investment Companies PDF Author: United States. Congress. Senate. Committee on Banking and Currency. Subcommittee on Securities and Exchange
Publisher:
ISBN:
Category : Investments
Languages : en
Pages : 1180

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Book Description


Audit and Accounting Guide: Investment Companies, 2017

Audit and Accounting Guide: Investment Companies, 2017 PDF Author: AICPA
Publisher: John Wiley & Sons
ISBN: 1945498498
Category : Business & Economics
Languages : en
Pages : 625

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Book Description
Whether a financial statement preparer or auditor, it is critical to understand the complexities of the specialized accounting and regulatory requirements for investment companies. This guide supports practitioners in a constantly changing industry landscape. It provides authoritative how-to accounting and auditing advice, including implementation guidance and illustrative financial statements and disclosures. Packed with continuous regulatory developments, this guide has been updated to reflect certain changes necessary due to the issuance of authoritative guidance since the guide was originally issued, and other revisions as deemed appropriate. The updates for this 2017 edition include extensive changes to the illustrated financial statements for registered investment companies that result from SEC's issuance of the release Investment Company Reporting Modernization and related amendments to Regulation S-X. Other updates to the 2017 edition include changes to illustrated attestation reports that result from AICPA's issuance of Statement on Standards for Attestation Engagements (SSAE) No. 18, Attestation Standards: Clarification and Recodification. Further updates include: References to appropriate AICPA Technical Questions and Answers that address when to apply the liquidation basis of accounting Appendixes discussing the new standards for financial instruments, leases, and revenue recognition Appendixes discussing common or collective trusts and business development companies

The Investor's Dilemma

The Investor's Dilemma PDF Author: Louis Lowenstein
Publisher: John Wiley & Sons
ISBN: 0470280204
Category : Business & Economics
Languages : en
Pages : 242

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Book Description
Based on cutting-edge research by leading corporate critic Louis Lowenstein, The Investor’s Dilemma: How Mutual Funds Are Betraying Your Trust and What to Do About It reveals how highly overpaid fund sponsors really operate and walks you through the conflicts of interest found throughout the industry. Page by page, you’ll discover the real problems within the world of mutual funds and learn how to overcome them through a value-oriented approach to this market.

Investment Trusts and Investment Companies: Control and influence over industry, economic significance of investment companies and Conclusions and recommendations. 2 v. in 1

Investment Trusts and Investment Companies: Control and influence over industry, economic significance of investment companies and Conclusions and recommendations. 2 v. in 1 PDF Author: United States. Securities and Exchange Commission
Publisher:
ISBN:
Category : Investments
Languages : en
Pages : 412

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Book Description


Investment Trusts and Investment Companies

Investment Trusts and Investment Companies PDF Author: United States. Securities and Exchange Commission
Publisher:
ISBN:
Category : Investments
Languages : en
Pages : 340

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Book Description