REITs End 2016 with a Total Return of 9.3 Percent

REIT returns reversed a four-month downward trend in December   as concerns about rising interest rates eased, market watchers said.

The FTSE/NAREIT All REIT Index  had a total return of 4.2 percent in December, while the S&P 500 index return was 2.0 percent. Total returns of the FTSE/NAREIT All Equity Index were 4.5 percent in December, while total returns of the FTSE NAREIT Mortgage REITs Index were 0.7 percent.

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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.

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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.

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