How to Invest in Non-Traded REITs
While non-traded REITs offer upside, investors must decide if they can handle the risk.
Paulina Likos, Staff Writer • March 16, 2021
Andrew Aran, managing partner at Regency Wealth Management in Ramsey, New Jersey, says investors don’t have to focus on near-term valuation fluctuations that public REITs have.
Non-traded REITs can take a longer-term horizon in managing their investments.
[What may be a concern for non-traded REITs is that] the cyclicality (economic sensitivity) of real estate and funding risks often result in earnings and valuations having periodic volatility.
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Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.