by Dane Bowler | Jul 14, 2022 | REIT Total Return Portfolio
We view investing as a constant measure of worth against opportunity cost. The opportunity cost consists of the next best opportunity and is always in flux. In times like today when the entire market has sold off, opportunity cost is high because so many...
by Dane Bowler | Apr 27, 2022 | REIT Total Return Portfolio
With inflation running rampant, REITs are a great place to be due to their natural hedging characteristics. The REIT index, however, does not provide the right mix of stocks, with big positions in troubled sectors and omissions in some of the fundamentally stronger...
