Saturday, November 28, 2015


                                                                                                  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....


Morningstar's Christine Benz recommended specific retirement-portfolio allocations and fund/ETF ideas at a sold-out September chapter event

San Juan College professor Bart Womack discussed major investment implications of demographic changes at a recent chapter event.
REITs: Don't Fear Them, Own Them!
By Brad Thomas 
Monday, November 23, 2015

(the Monday BEFORE Thanksgiving)

7:00 - 8:45 PM
With interest rates at historic low levels, income investors fear owning treasury and corporate bonds -- and want better yields with some safety.  Healthy and growing REITs provide decent yields and prospects of GROWING rather than flat income.  REIT prices have declined to attractive levels as rate-rise fears have dominated Wall Street.  Our speaker will describe important yet simple ways to analyze and select REITs and will discuss some of his present favorite names.
Brad Thomas is a lifelong Benjamin Graham follower. Prior to his prominent current position with Forbes, he was a commercial real estate manager, advisor, and consultant for many years . He presently also writes weekly for The Street, The Motley Fool, and Seeking Alpha, where he was ranked the #1 analyst for 2014.  He earned a BS in business and economics from Presbyterian College.
Attend this meeting to learn
* Why income investors should consider & own REITs
* Tax-deferral advantages of many REITs
* How to analyze REITs for dividend sustainability
* Answers to specific individual questions  
Koelbel Library,  Centennial CO
SW Corner Holly & Orchard, 0.9 miles west of I-25
7PM start; sign-in/social/buffet from 6:20PM
Journalist/Author Jonathan Clements told a large April 2015 audience his investing observations from 24 years

Speakers Willenbrock, Diederich and Cassidy at Three Topic July  Summer Seminar


Chris Dunmall of Colorado PERA gave members his surprising 2015 outlook for bonds and interest rates at our December chapter meeting

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