The Real Reason REITs Beat Stocks (Is Gone)

Описание: If you look at the market data going back to the 1970s, public real estate pulled off a massive winning streak. REITs matched, and frequently even beat, the S&P 500. Millions of dividend investors look at that track record and assume it comes down to hard assets, strong property management, and steady rent growth. But the data tells a completely different story. Because for the last few decades that outperformance came from a zero-cost leverage trade that was massively subsidized by the Federal Reserve. It was a structural tailwind that artificially forced property values up while systematically driving costs of debt down. But the fundamental math of real estate investing just reversed and most portfolios are entirely mispositioned for what comes next. So today I’ll explain what this means for the REITs sitting in your brokerage account right now.


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0:00 Intro
1:02 Performance comparison
2:44 Why did REITs outperform?
7:36 Why does this matter for your portfolio?



Disclaimer: This is no Investment Advice! The content of this video is for informational and educational purpose only. I am not a financial advisor. I’m sharing my own thoughts and analysis for your entertainment and information. You should not use this information or material as legal, tax, investment or financial advice. Nothing shown here constitutes a recommendation or offer to buy or sell any securities or other financial instruments. _________________________________________________________________________


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