Wednesday, July 04, 2007

Green acres - Funds - investing in real estate funds - Brief Article

Real estate. Whether it comes in the form of dirt, shopping malls or apartment complexes, it's the stuff we love to own--and it's been known to reward some investors. If owning property outright isn't your thing, real estate funds just might be.

Look down Lipper's roster of fund types, and real estate funds are one of the few offering their investors plus-side returns this year. At the end of the third quarter, the average performing fund in that category was up 3.03 percent--not too shabby considering the overall stock market. At the top of the real estate performance list is the Alpine Realty Income and Growth fund. Through October 1, the fund was up 13.41 percent; for the past three years, its average annual total return was 19.86 percent.

So what makes this fund so special? First, it's value-oriented. Portfolio manager Bob Gadsden likes to find undervalued and overlooked companies. Second, because it's a small fund, with about $35 million in assets, Gadsden can take a position in companies that can pay off handsomely for the fund. And third, the fund's not wed to following any particular model or index.

On the downside, real estate funds--like other sector funds--perform in cycles. Many variables make it hard to call the future, so most pros say keep asset allocations in them in the 5 to 20 percent range.

0 comments:

Cnc Cnc Machines | Cnc Retrofit | cnc plasama cutting | Cnc Metal | Auto Needs | Used Machinery | Free Cnc Software | Stock Exchange | Seo Lates Updates | How To Improve Adsense | Free Tennis Players | Medical Billing | Increas Sales | Top Security | Data Recovery | Home And Family | Debt Consolidation | Personal Finance | Currency Trading News | Home Appliance Store | Insurence Guide | Preferred Stock Mutual Funds | Realestate Investing | Personal Finance | Currency Trading | Leases Leasing | Online Advertising Jobs | Business Industry | Sales Management | Careers Employment | Small Business Loans | Credit Card Menu | Online Tax Services | Industrial Mechanical | Power Generators | Solar Industry | Indian Property | Aluminum Products | Computer Guide | Business Internet | Metal Directory | Network to PC | Beauty Tips | Industry INFO | Cnc Machinery | Car On Net | Gold Digger World | Cnc One Net | Cad Cam | Conveyors | Business Industry | Hydralic Machines | Heat Exchangers | cnc repair | Zinc | Steel | Internet Business | Finance Information | Home Loans,Car Loans | Loans Free | Finance Bank | Cheap Internet Webhosting | Self Improvement | Building

Followers