Sentences with phrase «assets in real estate investment trust»

The total value of assets in real estate investment trust (REIT) mutual funds increased by more than $ 5.5 billion through the first half of 2003, with the flow of new funds accounting for more than one - third of the gain, according to Lend Lease Real Estate Investments.

The fund may invest a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT - like structures.

Not exact matches

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same baReal Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same bareal estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same bareal estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same bareal estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

Many investors think of real estate investment trusts (REITs) as a distinct asset class because, in aggregate, they historically have had relatively low correlation with stocks and bonds.

We haven't included alternative assets, such as Real Estate Investment Trusts (REITs) or commodities, in the sample portfolios above.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

The companies that own hard assets like pipeline master limited partnerships (MLPs) and real estate investment trusts (REITs) are a good addition for inflation protection though they can pay off in other ways as well.

There is more than $ 100 trillion invested in what I call quality, high - yield assets — including real estate investment trusts (REITs), business development companies (BDCs), and other hybrid income sources.

Just weeks after Haruhiko Kuroda, governor of the Bank of Japan, surprised the world with a bold plan to inflate Japanese assets and weaken the Japanese yen by buying 80 trillion yen ($ 680 billion) in Japanese bonds, exchange - traded funds and real estate investment trusts, prime minister Shinzō Abe upstaged him by calling a snap election for mid-December, two years ahead of schedule.

In order to enhance these effects the Bank of Japan also purchased risk assets such as commercial paper, corporate bonds, exchange - traded funds, and real estate investment trusts.

Founded in 1969, Realty Income Corporation (O) is a real estate investment trust (REIT) that engages in the asset management of commercial properties in the U.S..

He is also Chairman of the Lexington Realty Trust, a real estate investment trust (REIT), and acts as Managing Director of The LCP Group, L.P., a private real estate advisory firm which is a partner and investor in Crescent Hotels & Resorts operating company and asTrust, a real estate investment trust (REIT), and acts as Managing Director of The LCP Group, L.P., a private real estate advisory firm which is a partner and investor in Crescent Hotels & Resorts operating company and astrust (REIT), and acts as Managing Director of The LCP Group, L.P., a private real estate advisory firm which is a partner and investor in Crescent Hotels & Resorts operating company and assets.

We haven't included alternative assets, such as Real Estate Investment Trusts (REITs) or commodities, in the sample portfolios above.

In addition to investing in foreign and emerging markets, asset allocation funds may be invested in: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instrumentIn addition to investing in foreign and emerging markets, asset allocation funds may be invested in: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instrumentin foreign and emerging markets, asset allocation funds may be invested in: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instrumentin: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instruments.

There are ETFs that invest in just about every asset class - stocks, bonds, real estate investment trusts (REITs), commodities, and precious metals.

The fund may invest in securities issued by domestic or foreign companies; in fixed - income securities that are investment grade and below investment grade, but limits its investments in below - investment - grade securities to no more than 10 % of its net assets; may include real estate investment trusts, investments that provide exposure to commodities (such as ETFs or natural resources companies), and derivatives, including futures and options.

A real estate investment trust (REITs) allows investors to pool their money to invest in a collection of real estate assets and properties.

For muppets, stocks, bonds, money market funds and for some people real estate usually in the form of investment trusts (REITs) are the right asset categories.

As noted in the table (which identifies it as Portfolio 2), this is made up of equal parts of 10 important asset classes: the S&P 500, U.S. large - cap value, U.S. small - cap blend, U.S. small - cap value, U.S. real estate investment trusts, international large - cap blend, international large - cap value, international small - cap blend, international small - cap value and emerging markets stocks.

The Fund seeks to achieve this by investing primarily in the following categories of securities and instruments of corporations and other business entities: (i) secured and unsecured floating and fixed rate loans; (ii) bonds and other debt obligations; (iii) debt obligations of stressed, distressed and bankrupt issuers; (iv) structured products, including but not limited to, mortgage - backed and other asset - backed securities and collateralized debt obligations; (v) equities; (vi) other investment companies, including business development companies; and (vii) real estate investment trusts.

Asset classes such as value stocks and real estate investment trusts were largely ignored by the financial press at the time, despite their historically low valuations, and many mutual funds in those categories lost assets.

The Fund seeks to gain exposure to various asset classes principally through direct investments in securities, but the Fund also may use derivative instruments and investments in other investment companies, including exchange traded funds, and real estate investment trusts for such exposure.

Real estate investment trusts (REITs) have been one of the top - performing asset classes of the past few decades, and in fact, the very best one over the past 15 years.

As an alternative to owning the hard asset, investors may also be attracted to investing in real estate investment trusts (REITs), which are exchange traded investment vehicles that give exposure to real estate with the ease and convenience of buying and selling on a stock exchange.

In allocating HMA's portfolio, Landry selects the top ranked global asset classes, out of a current universe of 16; which include in part, Canadian and U.S. equities, emerging market equities, U.S. and Canadian bonds, real estate investment trusts, and golIn allocating HMA's portfolio, Landry selects the top ranked global asset classes, out of a current universe of 16; which include in part, Canadian and U.S. equities, emerging market equities, U.S. and Canadian bonds, real estate investment trusts, and golin part, Canadian and U.S. equities, emerging market equities, U.S. and Canadian bonds, real estate investment trusts, and gold.

Bonds (both investment grade, and junk), money - market funds and real - estate (both as the investor's home, and in the form of Real Estate Investment Trusts) are discussed as asset classes in which investors should painvestment grade, and junk), money - market funds and real - estate (both as the investor's home, and in the form of Real Estate Investment Trusts) are discussed as asset classes in which investors should participreal - estate (both as the investor's home, and in the form of Real Estate Investment Trusts) are discussed as asset classes in which investors should particestate (both as the investor's home, and in the form of Real Estate Investment Trusts) are discussed as asset classes in which investors should participReal Estate Investment Trusts) are discussed as asset classes in which investors should particEstate Investment Trusts) are discussed as asset classes in which investors should paInvestment Trusts) are discussed as asset classes in which investors should participate.

Chimera Investment Corp. is a specialty finance company, which operates as a real estate investment trust that invests through its subsidiaries in residential mortgage loans, residential mortgage - backed securities, commercial mortgage loans, real estate - related securities and various other asseInvestment Corp. is a specialty finance company, which operates as a real estate investment trust that invests through its subsidiaries in residential mortgage loans, residential mortgage - backed securities, commercial mortgage loans, real estate - related securities and various other asseinvestment trust that invests through its subsidiaries in residential mortgage loans, residential mortgage - backed securities, commercial mortgage loans, real estate - related securities and various other asset classes.

And heck, if you don't know anything about real estate (even though I think you could educate yourself by reading some well - chosen real estate investment books and spending 6 - 12 months on sites like biggerpockets.com), you can still build a collection of REIT investment assets that generate 5 - 7 % in annual income (in some years, patient investors can get 8 % or more in annual income from their REIT investments if they insist on value investing with real estate investment trusts).

Real estate can be a good diversifying asset, and the Vanguard REIT ETF is a solid low - cost way to invest in real estate investment truReal estate can be a good diversifying asset, and the Vanguard REIT ETF is a solid low - cost way to invest in real estate investment trureal estate investment trusts.

NIFTY Financial Services — Total Return Index (TRI) has a portfolio of companies under financial services which includes banks, non-banking financial companies (NBFC), housing finance, microfinance, stockbroking & allied services, wealth management, asset reconstruction companies, rating agencies, asset management companies, depositories, pension companies, insurance companies, real estate investment trust (REITs), stock / commodities exchange and other market intermediaries, payment intermediaries, statutory corporations, companies and other bodies in which the government has financial or authoritative interest.

Among alternative asset classes, commodities were the worst performing over the year and real estate investment trusts (REITs) were the worst performing in the second quarter.

Of course where asset protection strategies and a more sophisticated investment strategy is concerned, real property can also be owned in a trust, a partnership, an LLC or other legal entity, and these are all common alternatives for real estate investment and development groups.

This limitation does not preclude the Fund from investing in mortgage - related securities or investing in companies engaged in the real estate business or that have a significant portion of their assets in real estate (including real estate investment trusts);

Currently, roughly 60 % of the firm's assets are in closed - end income funds and real estate investment trusts.

Assets in a passive investment portfolio might include real estate (real property or real estate investment trusts), P2P (person - to - person private market) loan, dividend - paying stocks, bonds, or even interest in a business.

I bring quantitative and knowledgeable expertise in the ability to oversee all Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial Planning, Insurance Services, Business Succession Planning, Titling of Assets and other available banking services as a trusted Professional Banker.

The Cleveland - based real estate investment trust, with $ 8.2 billion in assets, will look at a range of options while it continues its current strategies.

Meanwhile, in June this year, German investor SEB Asset Management paid $ 200 million to acquire an 85 % stake in nine neighborhood shopping centers owned by Kimco Realty Corp., a New Hyde Park, N.Y. - based retail real estate investment trust.

In October, the company announced plans to spin off its properties in Washington, D.C., and merge them with certain assets of JBG Cos. to create a publicly traded real estate investment trust focused exclusively on the regioIn October, the company announced plans to spin off its properties in Washington, D.C., and merge them with certain assets of JBG Cos. to create a publicly traded real estate investment trust focused exclusively on the regioin Washington, D.C., and merge them with certain assets of JBG Cos. to create a publicly traded real estate investment trust focused exclusively on the region.

The direct investments industry, including non-listed real estate investment trusts and business development companies, paid $ 5.9 billion in distributions to investors last year, or about 7 percent of total assets invested, according to new data...

They are challenging the real estate investment trust's decision to merge with JBG, creating a public company with properties in New York and the Washington metropolitan area, rather than sell off its assets at market prices and return cash to its stockholders.

Ventas, the giant Chicago - based health care real estate investment trust (REIT), is about to become the largest owner of seniors housing communities nationally with the purchase of Atria Senior Living Group's real estate assets for $ 1.5 billion in...

In recent years, it's become increasingly common for companies to spin off their real estate assets into real estate investment trusts, to gain more favorable tax treatment.

Real Estate Investment Trusts, usually referred to as REITs, are very similar in concept to a mutual fund that invests in real estate and real estate related assReal Estate Investment Trusts, usually referred to as REITs, are very similar in concept to a mutual fund that invests in real estate and real estate related aEstate Investment Trusts, usually referred to as REITs, are very similar in concept to a mutual fund that invests in real estate and real estate related assreal estate and real estate related aestate and real estate related assreal estate related aestate related assets.

He has extensive experience in tax - deferred exchanging and utilization of charitable trusts and IRAs with real estate investment assets.

A panel of experts featuring Kenneth F. Bernstein, president and CEO of Acadia Realty Trust; MaryAnne Gilmartin, president and CEO of Forest City Ratner Cos.; Steven G. Vittorio, managing director with Prudential Real Estate Investors; and Donald C. Wood, CEO of Federal Realty Investment Trust, discussed the vagaries of developing urban retail — particularly mixed - use properties — at the ICSC NOI + Asset Management Conference in Chicago on Nov. 20 - 21.

REITs (Real Estate Investment Trusts) are less effective than other high dividend - paying stocks in a taxable portfolio because dividends represent a large portion of returns of the real estate asset class, and REIT dividends are taxed at significantly higher rates than other stock divideReal Estate Investment Trusts) are less effective than other high dividend - paying stocks in a taxable portfolio because dividends represent a large portion of returns of the real estate asset class, and REIT dividends are taxed at significantly higher rates than other stock diviEstate Investment Trusts) are less effective than other high dividend - paying stocks in a taxable portfolio because dividends represent a large portion of returns of the real estate asset class, and REIT dividends are taxed at significantly higher rates than other stock dividereal estate asset class, and REIT dividends are taxed at significantly higher rates than other stock diviestate asset class, and REIT dividends are taxed at significantly higher rates than other stock dividends.

The fund is actually a fund - of - funds, which means that 60 percent of its assets are invested in DFA's Real Estate Securities I, a separate fund that invests in a broad selection of U.S. real estate investment truReal Estate Securities I, a separate fund that invests in a broad selection of U.S. real estate investment tEstate Securities I, a separate fund that invests in a broad selection of U.S. real estate investment trureal estate investment testate investment trusts.

The real estate investment trust industry continues to draw in dollars in huge amounts and the number of publicly traded REITs continues to grow, trends that are making it ever harder for investors to get a handle on the popular asset class.

Finally, an investor in gold or real estate has control over the asset, as long as the gold acquired is not part of an Exchange - Traded Fund (ETF) and the real estate is not part of a Real Estate Investment Trust (REreal estate has control over the asset, as long as the gold acquired is not part of an Exchange - Traded Fund (ETF) and the real estate is not part of a Real Estate Investment Trust (estate has control over the asset, as long as the gold acquired is not part of an Exchange - Traded Fund (ETF) and the real estate is not part of a Real Estate Investment Trust (REreal estate is not part of a Real Estate Investment Trust (estate is not part of a Real Estate Investment Trust (REReal Estate Investment Trust (Estate Investment Trust (REIT).