Are REITs a Must Have in Your Portfolio? [VNQ & REET] |
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We look at pros and cons of Real Estate Investment Trusts (REITS), if they belong in your asset allocation, and which REIT index funds are best.
#REIT #VNQ #REET #RealEstateInvestmentTrust Follow up Videos: Asset Allocation Explained: https://youtu.be/QTgvWPAihIc Three-Fund Portfolio [The BEST Portfolio!] https://youtu.be/R81Z-obeB3s Mutual Funds vs ETFs: https://youtu.be/-Pgad-7fn7g Vanguard Total World Index Explained: https://youtu.be/OTpPNdUR2g4 Research Paper: Are REITs a Distinct Asset Class? https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2965146 --- Referral Links Get $20 when you try Personal Capital (when linking an investment account): https://pcap.rocks/n55809 Get a $300 bonus, 6% back on groceries, 3% back on gas: http://refer.amex.us/NICHODReH5?xl=cp19 Get a $200 bonus, 5% back on groceries, 3% back on dining: https://www.referyourchasecard.com/18a/2KKJFCXH9J Get $30 and cash back when shopping online: https://www.rakuten.com/r/ENJAYD2?utm_campaign=RAF&utm_medium=RAF%20share&eeid=45830 Great Books for Financial Independence Bogleheads’ Guide to Investing: https://amzn.to/3KOcRB7 Bogleheads’ Guide to the Three-Fund Portfolio: https://amzn.to/33UuBu1 Asset Protection: Concepts and Strategies for Protecting Your Wealth: https://amzn.to/3oarULI Retirement Planning Guidebook: https://amzn.to/3skso3h All About Asset Allocation: https://amzn.to/34gLIG4 Equity Valuation and Analysis: https://amzn.to/3g9LKSM Disclosure: Referral links this are affiliate links. At no additional cost to you, I might earn a commission if you make a purchase. --- Outline 00:00 Intro In this video, I will share an overview of Real Estate Investment Trusts (REITs), discuss pros and cons to including in your asset allocation, and then look at the best REIT index funds. 00:49 REIT Overview We take a look at what a REIT is, some of their legal structure, tax implications, and different types of REITs. 02:55 REITs and Asset Allocation Now that we know what REITs are, should they be a distinct part of your asset allocation? Many people believe REITs can increase your returns while lowering risk, but some academic research suggests this is not true. We dig into some of the details to consider when deciding if you should add a REIT index to your portfolio. 08:15 Best REIT Index Funds We briefly look at ETFs VNQ and REET, which I believe are the best REIT index funds. 09:09 My Thoughts & Alternatives I share why I do not include a REIT index fund in my portfolio. --- Disclaimer: I am not a financial adviser. My videos are for educational purposes and are my opinions. There is no guarantee you will be successful following my opinions. |