Real Estate Winners And Losers: Taking A Closer Look

Like many other investors, you probably own a handful of REITs or real estate mutual funds in your portfolio.

Publicly traded real estate, whether packaged inside real estate mutual funds or exchange traded funds (ETFs), has been a perennial investor favorite, offering decent income payouts, good portfolio diversification, inflation protection, and tax benefits.

Lately, as a result of the coronavirus pandemic, real estate has encountered some serious headwinds.

But if you look closer, you’ll see that while some real estate sectors are deeply threatened by COVID-19 lockdowns and work-from-home trends, others are positively booming.

For example, hotels, gaming, retail and many office investments are facing tough times and an uncertain future due to the pandemic.

But other real estate sectors like data centers, e-commerce facilities, self storage, and cell towers are experiencing strong demand, presenting potentially attractive investment opportunities for the shrewd investor.

The Takeaway: An experienced real estate fund manager can add value by giving you a nuanced analysis of how current trends are affecting property markets, and show you why it pays to take a hard look below the surface. While some types of real estate are struggling, others are capitalizing on work-from-home and e-commerce trends.  Pro real estate insights can help you navigate difficult market environments and find attractive investment opportunities.

 

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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