facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog Posts

A Low-Key Investment Strategy That Beat the Market with Half the Risk Thumbnail

A Low-Key Investment Strategy That Beat the Market with Half the Risk

Equity LifeStyle Properties (ELS) is the manufactured housing real estate investment trust (REIT) founded by Sam Zell. Since IPO on February 25, 1993, ELS returned 16.7% per year compared to the S&P 500’s 10.5%. Even more impressively, ELS generated this performance with a beta of 0.5. Manufactured housing is an overlooked segment of the market that investors should consider.

Read More
Are Real Estate Investment Trusts (REITs) Helping Your Portfolio? Thumbnail

Are Real Estate Investment Trusts (REITs) Helping Your Portfolio?

Every S&P 500 Index owner holds real estate investment trusts (REITs). To date, these investments have not been accretive to index performance. However, alternative REIT's, from cell towers to data centers, have handily out-performed the average REIT and the S&P 500. So has another under the radar alternative REIT category, discussed here.

Read More
Mortgage Rates: Where Will They Go Next? Thumbnail

Mortgage Rates: Where Will They Go Next?

The average 30-year mortgage rate on conforming loans is currently 3.1%. The US 10-year Treasury yield predicts it should be 3.4%, suggesting mortgage rates will not fall further unless the 10-year yield continues to fall. To get a good idea of where mortgage rates are headed, follow the bond market.

Read More