The AAII Silicon Valley Chapter presents...

"Investing in REITs (Real Estate Investment Trusts)"

    Discussed by:

    Don Stewart
    Registered Investment Advisor & REIT Investor

Adding REITs to your portfolio can increase returns and reduce volatility. REIT returns were about twice that of the S&P 500 stock index over the last 10 years. REIT returns have been higher than other major asset classes over the last 42 years. There are now hundreds of REITs and REIT mutual funds and ETFs. Two strategies for investing in REITs will be discussed.

Attend This Meeting and Learn...
The history, development and structure of the REIT industry
Free research resources on REIT stocks, mutual funds and ETFs
Simple and complex ways to invest in REITs

Saturday, September 8, 2012   New Location
9:00 a.m.    Registration/Social/Breakfast
9:30 a.m.    Program
11:00 a.m.    Q&A
LOCATION CHANGE: Hilton Santa Clara
4949 Great American Pky.
Santa Clara, CA, 95054
Phone: 408-330-0001
[ Map This Location ]
In Advance (Online by 9/4 or Mail by 9/1)
Everyone, $20/person
Register online at

. At the Door
Space permitting.
Everyone, $30/person
No Refunds

Pay Online ยป

Subgroup meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Sunnyvale Discussion Group
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco’s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.
SI Pro User Group
No meetings are planned.

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