The AAII Philadelphia Chapter presents...

"Mini-Conference on Real Estate Investment Trusts"

    Discussed by:

    Calvin Schnure
    Vice President of Research and Industry Information, National Association of Real Estate Investment Trusts

    Jeanne Ackerly Leonard
    Vice President of Investor Relations, Liberty Property Trust

If you want to own income-producing properties, without the need to either search for tenants nor to fix the many problems that inevitably arise, you might want to consider real estate investment trusts (REITs). REITs, which you can think of as being mutual funds that own portfolios of real estate, invest in such properties as shopping centers, apartment buildings and nursing homes, and pay almost all of their cash flows to their shareholders. Dr. Calvin Schnure—author, writer, presenter, and economist from the National Association of Real Estate Investment Trusts (NAREIT)—will explain what REITs are and how to evaluate them. Then Jeanne A. Leonard of Liberty Property Trust as well as representatives of several other local REITs will discuss their companies. If you want to invest in real estate but don’t want the management headaches, this mini-conference will help get you started.

Attend This Meeting and Learn...
What real estate investment trusts (REITs) are and how to evaluate them
About specific REITs that invest in different types of real estate
How to invest in real estate without having to find tenants or to manage your property

Tuesday, October 29, 2013
5:30 p.m.    Registration/Social
6:30 p.m.    Program
8:15 p.m.    Q&A
Doubletree Suites Philadelphia West
640 Fountain Road
Plymouth Meeting, Pennsylvania, 19462
[ Map This Location ]
In Advance (by 10/25), AAII Member, Member's Family & Guests,
$12/person; Non-Members, $15/person
At the Door (space permitting), Everyone, $17/person
No Refunds

  Special Interest Groups (SIGs)

SIG 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.


Computerized Investing
Chris Morris,
This group is dedicated to the art and science of technical analysis. We look at stock charts and indicators through the eyes of some of our members. The members comprise all levels of understanding, from the inexperienced to the seasoned investor. The experienced members are always willing to assist the less knowledgeable. We meet every third Saturday of each month from 10 a.m. to 2 p.m. Please email Chris Morris for information and directions.

Mutual Funds
John Kiernan, 215/348-8310
Meets at Penn Wynne Library, 130 Overbrook Pkwy., Wynnewood, PA, 610/642-7844, 7:00 to 9:00 p.m. on the second Tuesday of the month. This is a working group that examines mutual fund newsletters, software, member portfolios (in percentage terms), decision processes and related topics.

Options and Strategies
Geraldine DePaula, 215/233-3138
Meets at Easttown Library, just south of US 30 at 720 First Avenue in Berwyn, PA, 610/644-0138, from 7:00 to 9:00 p.m., usually on the first Tuesday of the month. (For a map, visit, then click the link: Directions:.) This SIG helps familiarize members with how options may be used in different aspects of portfolio management, including income supplementation and asset protection. It introduces the differing strategies in plain language and offers the opportunity to ask questions and share ideas with fellow AAII members.

Value Investing
Bob Bolder, 267/467-4178
Usually meets 7:00 to 9:00 p.m. on the third Tuesday of the month. This group discusses the investment merits of (usually) two stocks, using the criteria established by such well-known investors as Warren Buffett, Mario Gabelli, Benjamin Graham and Peter Lynch. Please phone Bob Bolder to learn the meeting location.

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