We’ve covered alternatives to REITs funds: dropping them, subbing in SC Value or Utilities ETFs, and choosing individual REITs instead. But what if we think outside of equities to replace REITs? A new generation of fin-tech intermediaries show some promise. How might these work in a RP portfolio?
Maybe I have been approaching REITs wrong - maybe it’s the packaging that is the problem, not the REITs themselves. In this test, I took an unusual approach (for me) - chose ten individual REITs to see how they might compare. Good news: better than VNQ. But there’s a catch…
Nomadic Samuel, writing over at Picture Perfect Portfolios, recently advocated for ten ways to improve RP portfolios. It's a great piece with sound advice, and I thought it might be nice to offer my thoughts and perspectives in response. Discussions on RP are how we push things ahead!
In the last installment, we looked at replacing REITs with other common asset classes, but what if we stretch a little farther? Utilities ETFs offer promise at doing all the things people say they want REIT ETFs to do…but better. Again, check out the backtests!
The case behind having REITs as a distinct asset class in a Risk Parity portfolio is not looking too good so far. But what should one do instead? Here is a look at increasing allocations in other types of equities instead of allocating to REITs. Complete with backtests!