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M*: A Downgrade For This Once-Excellent Real-Estate Fund: (TAREX)

TedTed
edited December 2017 in Fund Discussions
FYI: A manager loss, analyst turnover, and lingering parent concerns knock Third Avenue Real Estate Value's rating down to Neutral from Silver.
Regards,
Ted

Comments

  • That is a significant departure.
  • That is a significant departure.

    I agree and I've owned it for a number of years. It's leading M*'s Global Real Estate category in pretty much every time period. Anyone have any recommendations for an alternative? Based on what I was able to screen at M* it doesn't really seem like there are any funds that do what they've done.

  • TedTed
    edited December 2017
    @LLJB: Here is U.S. News's list of the best rated 28 Global Real Estate Funds and 6 best Global Real Estate ETFs. I like CSFAX !
    Merry Christmas,
    Ted
  • Thanks, Ted! Merry Christmas and Happy New Year to you too!!
  • edited December 2017
    I actually think it might be worth waiting a bit to see how the remaining team does. There really isn't another global real estate fund quite like this one.
  • Looks like the Linkster checked out early for Christmas so here’s the gift of a link to one and all: http://news.morningstar.com/articlenet/article.aspx?id=841911
  • TedTed
    edited December 2017
    @MrRuffles: Thanks, I had to go out and get the linkester's helpers a Christmas gift or they threatened to quit. Can you imagine that ! In today's world its hard to find good help.
    Regards,
    Ted:)
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