REITs

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If you're going to go with the REIT route, look for the largest or nearly largest in their individual categories of what kind of businesses they actually are. I don't think anybody should feel like they have to have REITs in their portfolio. O Realty Income Corp., which holds leases on about 11 or 12,000 convenience stores and pharmacies is also a nice one to hold if you're only going to hold a few. The one kind of REIT I would avoid holding would be ones that invest in mortgages because they are more like financial companies than lease holding or land holding businesses.

In this episode we follow up on Episode 209 with some recent (as in this week) Wade Pfau references that confirm what we said about overly pessimistic SWR assumptions. And then we answer emails from Justin, Drew, Jim and Chris. We discuss REITs and the Risk Parity Chronicles series about them, good sources for information about factor or "smart beta" investing, and questions about transitioning from accumulation to decumulation when you are close to "winning the game."

Links:

Retire With Style Podcast #34: Retire With Style - Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low (google.com)

Risk Parity Chronicles REIT Series Conclusion: Post-script to REITs series: How do individual REITs compare? (riskparitychronicles.com)

Rational Reminder Podcast #213: RR #213 - Expected Returns and Factor Investing - YouTube

Rational Reminder Podcast #129: RR #129 - Five Factor Investing with ETFs - YouTube

Resolve Asset Management YouTube Channel: ReSolve Asset Management - YouTube

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