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Andrea Alms Video:  Money In Motion 70 - Real Estate Investment Trust (REIT) Market

August 2023 - Venture Capital

posted by BrookDell Partners
1yr ago

TRANSCRIPT Hello. My name is Andrea Alms and I am a technology investor and this is your Money in Motion. What is a retail real estate investment trust? REITs are publicly traded companies that own and operate income producing real estate. As shown above, REITs focus on different sectors of the market. Understanding their differences is an important step in considering before making an investment. For example, Holistic manages the world's largest portfolio of logistics real estate. This includes warehouses, distribution centers and other supply chain facilities around the globe. It is reasonable to assume that this rate would benefit from further growth in e-commerce. Real income, on the other hand, owns a portfolio of over one 11,100 commercial real estate properties in the U.S. and Europe. It rents these properties out to major brands like Wal-Mart and 7-Eleven, which together accounts for 8.1% of the REITs annual income, more than just buildings, cell towers and data centers may not seem like real estate, but they are both critical pieces of the modern infrastructure that take up land. How many REITs are there in the world? A total of 883 listed routes with a combined equity market capitalization of approximately 1.9 trillion as of December 2022 are in operations around the world. As the following chart shows, REITs have grown dramatically in both number and equity market capitalization over the past 30 years, going from 120 listed REITs in two countries to 893 listed REITs in more than 40 countries and regions. The long term performance edge from a short term perspective. Performance. The real estate sector doesn't look great after bouncing back nicely in the wake of the 2007 and 2008 financial crisis. Real estate has lagged the broader market for more than four years running. Things look better over a longer time period, though. Over the period from May 1972 through the end of 2019, this is over 47 years. The Footsie NAREIT All Equities index posted annualized returns of 11.8% per year, compared with 10.6% for the S&P over the same period. Thank you. This is your money, your Money in Motion.


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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.