Growth REIT
This REIT has made some interesting acquisitions and is likely to grow robustly as self-storage trends continue as rent rates increase. Currently, the stock has pulled back to an interesting point.
Natural Resources Asset Manager
One of the world’s largest and most diversified alternative asset managers with significant revenue streams from utilities, REITs, oil and gas provides a good entry point.
ETF Comparison for Dividend Income
For those clients seeking income, we have a choice between US Government Bonds, Dividend paying stocks and Real Estate.
Fund Review: Harmony
Global Equities ripped higher in November. The Harmony USD Global Equity faired especially well holding UK and vale assets.
UK Property Assets: Tax Update
New UK property tax legislation is coming into effect in April 2020. Higher Capital Gains Tax – even for non-residents – are to be expected. Owning REITs through offshore life companies can mitigate these new tax laws.
Seasonal Trade Strategy: Sector ETFs
There are 13 sector seasonalities that enter favorable periods in October. some last only a few months, others half the year. Entry levels and expected returns are exposed.