Description
Explore the evolution of real estate investment trusts (REITs), their expanding property sectors, and their role in asset allocation models. Discover how REITs can provide stable income and how financial advisors are leveraging them, supported by insights from Nareit surveys. This session also examines the impact of climate-related events—such as wildfires and hurricanes—on real estate values, insurance premiums, and REIT performance, along with strategies to mitigate these risks. Finally, learn how REITs can serve as powerful tools in completion portfolio strategies, enhancing resilience and long-term growth.
Learning Objectives
Explain the basics of REITs including their evolution across various property sectors, and their role in diversified asset allocation models.
Assess how climate-related events affect real estate values, insurance premiums, and overall REIT performance, and identify key mitigation strategies to minimize these risks.
Evaluate the income-generating potential of REITs and understand how advisors are currently using them.