REALTY
Verity Global Investments participates in the real estate sector on a global scale. Assets under management include: REITS, Land, Commercial properties, Multi-family, & Single-family properties.
Notable REIT holdings include but are not limited to:
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Realty Income ( O ) Realty Income Corp. is a real estate company, which engages in generating dependable monthly cash dividends from a consistent and predictable level of cash flow from operations. The company was founded by William E. Clark, Jr. and Evelyn Joan Clark in 1969 and is headquartered in San Diego, CA. The listed name for O is Realty Income Corporation.
Prologis ( PLD ) Prologis, Inc. engages in the provision of logistics solutions and services. It operates through the Real Estate and Strategic Capital segments. The Real Estate segment represents the ownership and development of operating properties and remains the largest component of the firm's revenue and earnings. The Strategic Capital segment focuses on the management of co-investment ventures and other unconsolidated entities. The company was founded by Hamid R. Moghadam in 1991 and is headquartered in San Francisco, CA. The listed name for PLD is PROLOGIS, INC.
Equinix ( EQIX ) Equinix, Inc. is a digital infrastructure company, which engages in the provision of a platform that interconnects the foundational infrastructure. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia-Pacific. It offers digital services, data center services, interconnection services, and support services. The company was founded by Jay Steven Adelson and Albert M. Avery, IV on June 22, 1998 and is headquartered in Redwood City, CA. The listed name for EQIX is Equinix, Inc. Common Stock REIT.
ESSENTIALS ( REITS )
There are three main types of REITs:
- Equity REITs typically own and operate income-producing real estate.
- Mortgage REITs (mREITs) provide financing to real estate owners and operators, either directly in the form of mortgages or other types of real estate loans, or indirectly through investments in mortgage-backed securities.
- Hybrid REITs use investment strategies of both equity REITs and mortgage REITs.
REITs are classified as follows:
- Publicly traded REITs are bought and sold by investors on national securities exchanges, just like individual shares of public company stock, and are regulated by the Securities and Exchange Commission (SEC). As with other publicly traded securities, investors can purchase REIT common stock, preferred stock or debt securities.
- Public non-traded REITs are also regulated by the SEC but are not traded on a national exchange. These REITs typically fall into one of two buckets:
- Net asset value (NAV) REITs, which have become more common, regularly calculate the value of the holdings in their portfolios and offer to sell or redeem shares in the REIT based on the latest NAV per share.
- Other fixed-priced REITs offer shares at a set price. These public non-traded REITs typically appraise their assets far less frequently than NAV REITs (perhaps only once per year) and tend to be less liquid.
- Private REITs are neither regulated by the SEC nor traded on national exchanges and are primarily sold to institutional or accredited investors.
Investing in real estate can be a good way to diversify your assets. But if you don’t want the responsibilities that come with ownership, real estate investment trusts (REITs) can provide exposure to real estate without requiring you to actually buy or sell property.
Established by Congress in 1960 as a way for individual investors to invest in large-scale, income-producing real estate, REITs are companies that own or finance income-producing real estate or related assets. Today there are REITs that own everything from office or apartment buildings to hotels to mortgages or loans, with many specializing in a single type of real estate, such as retail, residential or industrial, among others.
Some REIT products are more complex than others. Research the different types of REIT investments and make decisions based on your overall investment goals.
