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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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