Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
REITs (and REIT funds) are a poor proxy for direct real estate investment. Moreover, REIT prices are now trading at a substantial premium to Net Asset Value, a condition which has ALWAYS led to a narrowing of this gap (i.e., REIT share prices will p…
Scott,
If I invest in any of the foreign listed funds or funds of funds I'm wondering if I should do so in my taxable brokerage account or my existing, US-domiciled IRA brokerage account. Presumably these vehicles make distributions, and my sense …
Scott,
Cambium may be the only true timberland investment available to retail investors. As Ben Inker of GMO says, "You've got to own the trees." REIT's with substantial timber acreage are a poor proxy.
Bluecrest Allblue looks very interesting. 2 …
Scott,
Thanks for the feedback. I agree that the records of the Hatteras mutual funds have been less than compelling. The private vehicle returns have trailed the S&P over 1, 3 and 5 year periods (albeit with half the maximum drawdown).
On t…
