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REIT/Income Investing For Capital Appreciation - Seeking Alpha

Aug. 08, 2021 11:30 PM ET BUI, CUBE, IGR...

Villi Grdovich profile picture.

Long Only, Momentum

Contributor Since 2008

Started a career in civil engineering, but switched to project finance and then fund management. Now researching the timing of persistent trends in commodities and industry sectors with the aim of improving the performance of high conviction portfolios.

Summary

  • The relative stability underlying REITs and CEFs leads to actionable buy/sell signals which can be traded with a degree of confidence not found in other sectors.
  • Rotating within sub-sectors of the REIT/CEF space, while adhering to an “income” oriented framework may result in a portfolio which generates the best of both worlds, income and capital appreciation.