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This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

    • Oct 15, 2018

REIT Preferred Stock - A Niche Market Opportunity

REIT Preferred Stock - A Niche Market Opportunity

Investors seeking solid current income and preservation of capital

Real Estate Investment Trusts (REITs) offer investors consistent income, diversification, and long-term capital growth through tax-efficient dividend distributions.


Investors can access these opportunities through Equity REITs, focusing on income-generating real estate assets, or Mortgage REITs, specializing in mortgages directly or through securities. REIT investments are available via direct ownership, actively managed funds, or exchange-traded funds (ETFs).


Preferred Stocks within the REIT market present an attractive option for stable income and capital preservation. REIT Preferred Stocks offer lower volatility and greater security compared to common shares, appealing to investors prioritizing stability. Despite limited liquidity, they ensure reliable payments through stringent debt regulations and dividend covenants, making them particularly appealing to family offices and high net worth individuals.


Access the full report to gain comprehensive insights into strategies for maximizing returns and effectively managing risks in the REIT Preferred Stocks market.



If you do not have a work email address, please email us at info@primealpha.com and we can email you the report directly.



Table of Contents

  • Overview of REITs

  • Types of REITs

  • How to Invest in REITs

  • Why REIT Preferred Stocks

  • Where do the Returns Come From?

  • Advantages of Investing in the REIT Pref Market

  • REIT Pref vs. REIT Common Performance

  • Low to Moderate Correlation

  • REIT Pref Performance During Rising Interest Rates

  • What are the Potential Risks Associated with REIT Prefs?




Thanks to our Contributor


Talbert Capital LLC


Jeff Talbert is the Managing Member of Talbert Capital LLC, which manages the Talbert Capital Preferred Income Fund LP, a dedicated vehicle invested exclusively in REIT Preferred.


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