The Denver Chapter Presents
Wednesday, April 23, 2014
7 PM - 8:45 PM
Looking for Income? An Update on Real Estate Investment Trusts
Speaker: 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?
Matthew R. Werner, CFA, is a senior analyst and assistant portfolio manager with Chilton Capita in Houston. He analyzes REITs and assists in managing client REIT portfolios. Previously, Matt was with the Investments Group at Salient Partners, where he performed analysis and due diligence for real estate investments, including managed-REIT portfolios, real estate hedge funds, and private real estate partnerships. He is a member of the National Association of Real Estate Investment Trusts (NAREIT), a CFA charterholder, and a member of the CFA Institute and of the CFA Society of Houston. He holds a BS in Finance earned at the Boston College Carroll School of Management.
Pricing Fee is $8 per person.
$15 if postmarked after April 16, and at the door (if space available)
5955 South Holly Street
Centennial CO 80121
Phone Number: 303-542-7279
Driving Directions: SW corner of Holly & Orchard intersection, 0.9 mile west of I-25 on Orchard.
Time Registration, light refreshments/social time: 6:20-7PM. Program including Q&A: 7:00-8:45PM
CLICK HERE FOR REGISTRATION FORM