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The AAII Denver Chapter presents...


"Looking for Income? An Update on Real Estate Investment Trusts"

    Discussed by:

    Matthew R. Werner, CFA
    Matthew R. Werner, CFA

Real estate investment trusts (REITs) can be a very useful asset class for investors seeking above-bond yields plus some capital appreciation driven by growth in distributions. Historically, REITs also tend not to correlate strongly with the S&P 500, implying added stability in overall portfolio performance. In most cases, REIT distributions are not fully taxed in the year received. Most REITs have taken advantage of low interest rates to lock in favorable long-term financing, implying reduced rate sensitivity. Our session will focus on the ins and outs of REIT investing, the many asset types represented, and some recent new twists. Key differences and attractions among types will be highlighted. This should be a profitably spent evening, so why not bring a guest to show them what AAII can offer?

Attend This Meeting and Learn...
How REITs work and how to use them in your portfolio
What to look for as buy and sell signals
Key differences of equity vs. mortgage REITs

  MEETING DETAILS
Date:
Wednesday, April 23, 2014
Time:
6:20 p.m.     Registration/Social, Refreshments
7:00 p.m.     Program
8:25 p.m.    Q&A
Location:
Koelbel Library
5955 South Holly St.
One mile west of I-25 on Orchard Ave. Ample free, lighted parking at west of building.
Centennial, CO 80121
303/542-7279
[ Map This Location ]
Payment:
In Advance (postmarked by 4/16) AAII Member & Member’s
Family, $8/person; Nonmembers, $13/person
Postmarked After 4/16
Everyone, $15
At the Door
(space permitting)
Everyone, $15

  SUBGROUPS

Subgroups
Topic/Date/Place info for all SIG events is listed at www.AAIIDenverChapter.org

Book Discussion Group—Ken Van Pala, 303-347-1563,
MKVanPala@msn.com

Monday Breakfast Group—Denise Zoros,
DZoros@aol.com
Englewood, Second Mondays, 7-9 a.m

Tuesday Breakfast Group—Nancy Reese, nancy.reese@hotmail.com
Lakewood, First Tuesdays, 7-9 a.m.

Trading Options & Technical Analysis Group—Warren Cramer, CramerW@comcast.net

Boulder Group—Clint Heiple, ClintH.1@comcast.net, 720/562-8067

Colorado Springs Group—Mike Cather, MikeCather@MAC.com or Rod Schlater, RodSchlater@comcast.net
Fourth Tuesdays, 7 p.m. at Colorado Springs Senior Center, 1514 Hancock St., N of Unitah
February 25, 2014: John Meredith, “Finding/Evaluating Good Dividend Stocks”

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