Episode 19: What About REITs As An Investment In A Risk Parity-Style Portfolio? (Part 1 of 2)

<p>In this episode, which is Part One of Two, we begin our analysis of REITS as an investment using David Stein&apos;s 10 Questions to Master Investing, which are:<br/><br/>1.  What is it?<br/>2.  Is it an investment, a speculation, or a gamble?<br/>3.  What is the upside?<br/>4.  What is the downside?<br/>5.  Who is on the other side of the trade?<br/>6.  What is the investment vehicle?<br/>7.  What does it take to be successful?<br/>8.  Who is getting a cut?<br/>9.  How does it impact your portfolio?<br/>10.  Should you invest?<br/><br/>We cover the first five questions in this episode.<br/><br/>Helpful links:<br/><br/>Investopedia Article on REITs:  https://www.investopedia.com/terms/r/reit.asp<br/><br/>Directory of REITs by sector:  https://www.reit.com/investing/reit-directory?title=nly&amp;field_rtc_listing_status_tid_selective[]=524&amp;field_address_country_selective[]=US&amp;sort_by=title<br/><br/>The Section 199A Tax Benefits of REITs:  https://www.kitces.com/blog/reit-real-estate-investments-section-199a-qbi-deduction/#:~:text=Because%20under%20IRC%20Section%20199A,Qualified%20Business%20Income%20or%20QBI)<br/><br/>Correlation Matrix of Most of the REITs and funds mentioned:  https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=VTI%2C+VNQ%2C+VNQI%2C+REET%2C+BXP%2C+PLD%2C+O%2C+SPG%2C+AVB%2C+WY%2C+VTR%2C+WELL%2C+PSA%2C+AMT%2C+CCI%2C+DLR%2C+WPC%2C+VNO%2C+LAMR%2C+GLPI%2C+LAND%2C+IRM&amp;timePeriod=2&amp;tradingDays=60&amp;months=36<br/><br/></p>