RESEARCH DOCUMENTS

Download
REIT Preferreds: Attractive Liquid Alternative For Real Estate Investors :
Please click on the above button to download this research document.      (Added April 10th, 2014)

This research report discusses how REIT preferred shares add value to institutional real estate allocations providing 1.) A liquid complement to existing direct real estate investments and 2.) A way to augment REIT equity allocations that produces attractive investment returns while at the same time dampening volatility levels.

Download
REIT Preferreds Market Overview :
Please click on the above button to download this research document.      (Added Feb 2nd, 2014)

 

Download
Preferred Security Primer :
Please click on the above button to download this research document.      (Added May 2015)

Our REIT Preferred Securities Primer will give you an in depth look into REIT Preferreds, the benefits of investing with Preferreds, the risks, and frequently asked questions regarding rates, capital stack, preferred dividends, distributions, and industry growth.

Download
REIT Preferred Securities and Rising Interest Rates :
Please click on the above button to download this research document.      (Added July 7th, 2013)

In this Executive Summary, you will gain an understanding of how REIT preferreds perform during periods of rising interests, gain insight on how REIT preferreds performed during prior periods of rising interest rates, how REIT preferreds are currently trading, and how they respond to long term rising interest rates.