Educated REIT Investing The Ultimate Guide to Understanding and Investing in Real Estate Investment Trusts

Learn to invest in REITs with confidence and skill with this powerful resource

Educated REIT Investing is the ultimate resource for investors, financial advisors, and students interested in learning how to invest in real estate investment trusts (REITs)—one of the only asset classes to significantly outperform the S&P 500 Index over the last 25 years.

Written by Stephanie Krewson-Kelly and Glenn R. Mueller, PhD., both accomplished REIT authors and investors with six decades of accumulated industry experience between them, Educated REIT Investing provides all the basics and history, then blends pragmatic strategies and advice with a thorough exploration of the fundamentals and nuances of the REIT industry.

Topics include:

• Basic information about REITs and the REITs industry
• Terminology specific to the REIT industry, explained in plain-English
• Historical REIT industry performance tables and trading perspectives
• Analysis and equations needed to calculate key metrics used to identify the suitability of companies for investment purposes, illustrated with simple examples

This book is perfect for anyone looking for a straightforward, easy-to-understand resource to establish or improve their understanding and analysis of real-estate investment trusts.

STEPHANIE KREWSON-KELLY is the Vice President of Investor Relations at Corporate Office Properties Trust (NYSE: OFC). Her career in the REIT industry began in 1994 and includes work in investment banking, as a sell-side analyst, and as an internationally published author. She also serves as an adjunct professor at the University of Denver, Franklin L. Burns School of Real Estate and Construction Management, and as a board member of the James A. Graaskamp Center for Real Estate Applied REIT program at the Wisconsin School of Business.

GLENN R. MUELLER, PHD, is a professor at the University of Denver, Franklin L. Burns School of Real Estate and Construction Management as well as a Real Estate Investment Strategist at Black Creek Group. He has 44 years of real estate experience as a builder, developer, lender, and institutional real estate researcher. His Real Estate Market Cycle research is internationally known as well as his award-winning investment strategy and REIT research.

Foreword

Preface

Acknowledgments

About the Author

Part I – An Introduction to REITs

Chapter 1 – What is a REIT?

Chapter 2 – Benefits of Investing in REITs

Chapter 3 – Real Estate Fundamentals

Chapter 4 – REIT Dividends

Chapter 5 – Leases

Chapter 6 – REITs by Property Type

Chapter 7 – Mortgage REITs

Part II – Investing in REITs

Chapter 8 – Getting Technical

Chapter 9 – Real Estate Debt & Fixed Income Securities

Chapter 10 – REIT Performance in Various Market Conditions

Chapter 11 – Analyzing REITs

Conclusion

Appendix A – REITs Listed Alphabetically by Company Name

Appendix B – REITs Listed Alphabetically by Ticker Symbol

Appendix C – Headquarters Location and Web Addresses for REITs

Glossary

Index

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