From the Research Desk
Q&A with William Goetzmann, Yale University
Fund Manager Highlights Income-Oriented Return of REIT Preferred Stocks
Joel Beam, portfolio manager at Forward Management, joined REIT.com for a video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.
Beam has primary responsibility for day-to-day management of the Forward Select Income fund, which focuses on REIT preferred stocks. Beam said the strong income-oriented return makes the preferred market attractive for investors.
“You get more safety and more income as you go up the capital stack,” he said.
Owens Realty Mortgage Selling Property Assets During Transition Process
Bill Owens, chairman and CEO of Owens Realty Mortgage, Inc. (NYSE: ORM), joined REIT.com for a CEO Spotlight video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.
Owens Realty Mortgage invests in and manages middle-market commercial real estate mortgage loans, primarily in the western U.S., with a focus on unconventional loans that require speed and flexibility.
Brick-and-Mortar Stores to Remain Cornerstone of Retail, Study Shows
Brick-and-mortar stores continue to be customers’ preferred shopping channel, and are crucial in generating online sales for retailers, according to a new study by global management consulting firm A.T. Kearney.
According to A.T. Kearney analysis, 90 percent of all U.S. retail sales in 2013 were transacted in stores, and 95 percent of sales were accounted for by retailers with a brick-and-mortar presence.
Vesta CEO Highlights Benefits of Mexican Real Estate
Lorenzo Berho, chairman and CEO of Mexican real estate company Vesta (BMV: Vesta), joined REIT.com for a CEO Spotlight video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.
Vesta is an owner, developer and manager of industrial buildings and distribution centers in Mexico.
Real Estate Fund Manager Highlights Income-Oriented Return of REIT Preferred Stocks
Joel Beam, portfolio manager at Forward Management, joined REIT.com for a video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.
Beam has primary responsibility for day-to-day management of the Forward Select Income fund, which focuses on REIT preferred stocks. Beam said the strong income-oriented return makes the preferred market attractive for investors.
“You get more safety and more income as you go up the capital stack,” he said.
Need for More Energy Infrastructure Drives CorEnergy’s Business
David Schulte, CEO of CorEnergy Infrastructure Trust (NYSE: CORR), joined REIT.com for a CEO Spotlight video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.
CorEnergy owns midstream and downstream energy infrastructure assets in the United States that are subject to long-term triple net participating leases with energy companies. Pipelines, storage tanks, transmission lines and gathering systems are among the assets held in the firm’s portfolio.
Viewpoint: Choosing the Right Way to Invest in Brazilian Real Estate
One of the first issues faced by foreign investors in the Brazilian real estate market is choosing to invest through the so-called Fundo de Investimento Imobiliário (FII) or through a Fundo de Investimento em Participações (FIP). The immediate question: What are the differences between the two?