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Investing in REITs (Real Estate Investment Trusts)

AAII Silicon Valley Chapter

Saturday, September 8, 2012 from 9:00 AM to 11:30 AM (PDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advance Registration by September 4, Sorry, no refunds
IMPORTANT NOTE: Tickets at the door (AFTER September 4) are $30.00 per attendee on space available basis. REGISTER EARLY!
Ended $20.00 $0.00

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Event Details

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.



Have questions about Investing in REITs (Real Estate Investment Trusts)? Contact AAII Silicon Valley Chapter

When & Where

Hilton Santa Clara
4949 Great America Pkwy
Santa Clara, CA 95054

Saturday, September 8, 2012 from 9:00 AM to 11:30 AM (PDT)

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AAII Silicon Valley Chapter

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 Mission Statement:

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.

  Contact the Organizer
Investing in REITs (Real Estate Investment Trusts)
Santa Clara, CA Events Business

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