Managing Your Portfolio in Uncertain Times
- Family & Education
- San Jose Airport Garden Hotel, San Jose CA
AAII Silicon Valley Chapter Presents: "Investing in REITs (Real Estate Investment Trusts)"
Important: Please Note the New Location!
Adding REITs to your portfolio can increase returns and reduce volatility. REIT returns were about twice the S&P 500 stock index over the last 10 years. REIT returns have been higher than other major asset classes over the last 42 years. There are now hundreds of REITS and REIT mutual funds and ETFs. Two strategies for investing in REITs will be discussed.
Attend This Meeting to Learn:
The history, development and structure of the REIT industry
Free research resources on REIT stocks, mutual funds and ETFs
Simple and complex ways to invest in REITs
Reasons to Attend This Meeting:
Review the long term outperformance of the REIT sector
Learn specific attributes of major REIT subsectors
Review the unique tax rules on REIT profits and dividends
Speaker: Don Stewart
Don Stewart received his MBA from Carnegie Mellon where his finance professor was Nobel Prize winner Merton Miller. He earned his CPA during 6 years with Price Waterhouse. After working at Continental Telephone, ITT Europe, GE and Diversified Software, Don was co-founder and CFO of two Silicon Valley startups.
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.
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