WEBCASTS

Why Short-Term REITs Make Sense Now

Even as the global economy recovers, today’s markets remain characterized by stubbornly low yields. As a result, advisors must cast a wider net to meet their clients’ income needs. Short-term REITs can play a valuable role in meeting those needs, as well as act as a powerful diversifier for clients’ income streams.

In this upcoming webcast, Nuveen, S&P Dow Jones Indices and ETF Trends will discuss a differentiated approach to REIT selection, identifying the benefits of short-term REITs to help financial advisors enhance client portfolios and better manage potential risks.

December 6, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Dave Nadig, CIO of ETF Trends and ETF Database will moderate a discussion on:

  • A close look at today's income landscape, and where REITs can help
  • The potential risk and return benefits of short-term REITs
  • Incorporating a short-term REIT strategy into a diversified portfolio

Pending acceptance 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.

SPEAKERS

Alex Graf, CIMA, CRPC

ETF Specialist, Institutional and ESG Models
Nuveen

Michael Orzano, CFA

Senior Director, Global Equity Indices
S&P Dow Jones Indices

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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