Connecting Income, Inflation, & Real Estate: An Expert Panel with Ritholtz Wealth Management, Raymond James, and Fundamental Income
Join Fundamental Income as they bring together an expert panel to discuss how income, inflation, and real estate intersect in today’s environment. Real estate is a uniquely positioned play on the economic recovery, potential inflation hedge, income generator, and portfolio diversifier. Our expert panel will be discussing a variety of market topics and how they specifically see real estate playing a part in client’s portfolios.
An overview of the current real estate environment
Understanding the REIT market and how real estate companies differ from one another
How financial advisors can incorporate REIT ETFs into a diversified income portfolio
NOT accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional
development activities in their online CE tracker.
Co-Founder, Partner and CIO
Equity Research Analyst - REITS
Michael Batnick, CFA
Director of Research
Ritholtz Wealth Management
Director of Institutional Asset Management
Ritholtz Wealth Management
Institutional Use Only/Not for Retail Use
Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus, which may be obtained by visiting www.netleaseetf.com. Read the prospectus carefully before investing.
Investing involves risk; Principal loss is possible. The fund may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Investments in real estate companies and REITs involve unique risks, including limited financial resources,, they may trade less frequently and in limited volume, and they may be more volatile than other securities. In addition, securities in the real estate sector are subject to certain risks associated with direct ownership of real estate and the risk that the value of their underlying real estate may go down. Companies in the Net Lease Real Estate sector may be affected by unique factors related to leasing properties to single tenants including dependence on the financial performance of its’ tenants and lease terms related to rent escalations based on economic measurements. The fund may invest in foreign securities which involves political, economic and currency risks, differences in accounting methods and greater volatility. Investments in small and mid-sized companies have historically been subject to greater investment risk than large
Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
Exchange Traded Concepts, LLC serves as the investment advisor. Fundamental Income serves as the index provider. The Funds are distributed by Quasar Distributors, LLC which is not affiliated with Fundamental Income, Exchange Traded Concepts, LLC or any of their affiliates.