Should clients have exposure to real estate? If so, how much? In what types of accounts? How does real estate perform? And how does it help with portfolio diversification? These are all questions that Amy Arnott, CFA from Morningstar will address when she shares her insights on the pros and cons of investing in real estate. Amy’s presentation will focus on real estate investment trusts and REIT funds, as they are the most liquid type of asset for the average investor.
Attendees will learn:
- The breadth of real estate investment options, including REITS and ETFs, and their role in a diversified portfolio.
- Effective strategies for investing in real estate, the correlation of real estate to equities and the impact on portfolio performance.
- The tax consequences of investing in real estate, including the benefits of REITS in tax-deferred accounts and recent tax-law changes.