• As the economy reopened in 2021, real estate was one of the last sectors to rebound from the Covid-19 selloff.
  • The diverse real estate sector includes apartments, industrial warehouses, data centers, self-storage, malls, and offices – and is most often accessed using mutual funds and ETFs that invest in REITs (Real Estate Investment Trusts).
  • REITs have managed to perform well in 2021, despite rising interest rates, but most portfolios have only limited exposure to the asset class.
  • Because the asset class is so diverse, actively managed real estate funds may be best equipped to provide investors an opportunity to outperform.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed-income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

The views and opinions expressed may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.