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Tap into the potential opportunities of the real estate
securities market
Over the past decade, real estate values have appreciated significantly in many areas of the country. In recent times, investors in many large-scale commercial real estate developments have benefited from both the income and capital appreciation of their investments.
Today, there is a more accessible way to tap into the growth and income potential of large-scale commercial real estate developments. Now there are real estate mutual funds that invest in publicly traded real estate securities. These mutual funds give you access to real estate investment opportunities without the complications of capital requirements and building management.
Real estate securities can benefit a well-diversified portfolio in a number of ways:
1. Income and Capital Appreciation
Real estate securities have solid prospects for capital appreciation and have offered attractive income. Over the past 10 years, real estate securities have
provided competitive returns while providing strong income relative to bonds and stocks.
2. Diversification
Real estate securities have moved independently of the stock and bond markets. Real estate securities as measured by the NAREIT Equity Index historically have had a low correlation with the S&P 500, adding diversification and potentially reducing portfolio risk.
3. Liquidity
When you invest directly in an individual property, buying and selling is a complex, time-consuming and lengthy process. By contrast, your investment in a real estate mutual fund can be bought or sold just like any other mutual fund.
AEW Real Estate Fund provides you the opportunity to participate in this market segment through investments managed by one of the country’s premier real estate investment firms.
Investments in real estate investment trusts are subject to the risks of real estate investing, including mortgage-related risks and value fluctuations in the real estate market.
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