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In this article, we will explore the differences between these two asset types.
This category of property investment is broken down into three main types:
As the names imply, an equity REIT invests in and owns properties, while a mortgage REIT invests in mortgages. A hybrid REIT combines the two. Regardless of their structure, REITs can invest in both residential and commercial properties.
To qualify as a REIT, the corporation must have at least 100 shareholders, be managed by a board of directors, and pay at least 90% of its taxable income in the form of dividends annually.
Some of the leading REITs in 2019 include the Simon Property Group (SPG), Equity Residential (EQR), and Public Storage (PSA).
Check out the top real estate mutual funds here
Real estate mutual funds offer many of the same benefits as REITs but are said to provide more diversification benefits and lower transaction costs. Since they are managed professionally, real estate mutual funds benefit from the knowledge and research of an entire firm.
Unlike REITs, mutual funds don’t trade like stocks. You can purchase them directly through investment companies or brokerages. Examples of leading real estate mutual funds include Vanguard Real Estate Index Fund (VGSIX), DFA Real Estate Securities Portfolio (DFREX), and Fidelity Real Estate Investment Fund (FRIFX).
Want to learn more about real estate mutual funds? Click here.
Use the Mutual Funds Screener to find the funds that meet your investment criteria.
Some investors take solace in the fact that the Federal Reserve is lowering interest rates again. Banks are already passing on the savings to their customers, and this has partly come in the form of lower mortgage rates. All is well, right?
Not quite. The Fed being forced to cut interest rates after a decade of ultra-loose monetary policy should raise alarm bells about the health of the U.S. economy. The interplay between monetary policy and the U.S. economy is a risk that investors should consider before investing in property – whether directly or indirectly through REITs and real estate mutual funds.
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In this article, we will explore the differences between these two asset types.
This category of property investment is broken down into three main types:
As the names imply, an equity REIT invests in and owns properties, while a mortgage REIT invests in mortgages. A hybrid REIT combines the two. Regardless of their structure, REITs can invest in both residential and commercial properties.
To qualify as a REIT, the corporation must have at least 100 shareholders, be managed by a board of directors, and pay at least 90% of its taxable income in the form of dividends annually.
Some of the leading REITs in 2019 include the Simon Property Group (SPG), Equity Residential (EQR), and Public Storage (PSA).
Check out the top real estate mutual funds here
Real estate mutual funds offer many of the same benefits as REITs but are said to provide more diversification benefits and lower transaction costs. Since they are managed professionally, real estate mutual funds benefit from the knowledge and research of an entire firm.
Unlike REITs, mutual funds don’t trade like stocks. You can purchase them directly through investment companies or brokerages. Examples of leading real estate mutual funds include Vanguard Real Estate Index Fund (VGSIX), DFA Real Estate Securities Portfolio (DFREX), and Fidelity Real Estate Investment Fund (FRIFX).
Want to learn more about real estate mutual funds? Click here.
Use the Mutual Funds Screener to find the funds that meet your investment criteria.
Some investors take solace in the fact that the Federal Reserve is lowering interest rates again. Banks are already passing on the savings to their customers, and this has partly come in the form of lower mortgage rates. All is well, right?
Not quite. The Fed being forced to cut interest rates after a decade of ultra-loose monetary policy should raise alarm bells about the health of the U.S. economy. The interplay between monetary policy and the U.S. economy is a risk that investors should consider before investing in property – whether directly or indirectly through REITs and real estate mutual funds.
Sign up for our free newsletter to get the latest news on mutual funds.
Receive email updates about best performers, news, CE accredited webcasts and more.
In this article, we will take a closer look at the composition of...
News
Justin Kuepper
|
Convertible bond funds tend to perform well when equities are on the rise.
Kristan Wojnar, RCC™
|
We are tackling the topics of blogging, story selling and advisor authenticity this...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
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Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
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Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...