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Thursday, April 24, 2014


                                                                                                  AAII Denver Chapter


About AAII and the Denver Chapter

Welcome! Founded in 1978, the American Association of Individual Investors (AAII) is a not-for-profit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement saving, AAII seeks to educate you on all your needs --without any product-sales bias or pressure. More....

Paula and Rob Grey spoke to the Denver Chapter in November on Social Security:  When to Start and How to Coordinate with Investments
Wayne Thorp, CFA, explained Valuing a Stock at the September 2013 Chapter program.

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?   
Speaker Biography
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)
Location  Koelbel Library
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   




At our February Chapter meeting Don Cassidy explained the many barriers to selling stocks and provided concrete steps to take for deciding when to sell

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Amazing Nevada senior 

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Neil Leeson of Ned Davis Research spoke on ETFs to a sold-out group in January

San Juan College professor Bart Womack discussed major investment implications of demographic changes at our October chapter event.

At our August chapter meeting, Nick Atkeson, author of Win By Not Losing presented a comprehensive examination of tactical asset management strategies, plus instruction on how to avoid major down markets in your own portfolio

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