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As you consider your real estate mutual fund and REIT investments, it is important to take a closer look at many of the offerings out there. This article will focus on Aim Real Estate Inst (IARIX).
Fund Profile
Aim Real Estate Inst is a member of the Invesco Aim family of funds.
Fund Performance and Ratings
Aim Real Estate Inst is moving to the head of the class in the rating and performance sector. At the beginning of March 2009 it was moved into the 5-star bracket by Morningstar, the top rating it could get. Aim Real Estate Inst is considered an above average return and below average risk investment.
Where Does It Invest?
When it comes to investments, the Aim Real Estate Inst real estate mutual fund puts at least 80 percent of assets into real estate and companies that are real estate related. Additionally, at least 50% of all assets will be those that relate to building, owning and managing, or selling commercial, residential and industrial real estate offerings.
Who's in Charge?
Aim Real Estate Inst is managed by Joe V. Rodriguez. Rodriguez has nearly three decades in the investment field since and joined up with INVESCO in 1990. When it comes to real estate, he knows his stuff and is a member of the National Association of Real Estate Investment Trusts editorial board as well as on the National Council of Real Estate Investment Fiduciaries and the Pension Real Estate Association research committees.
How Does it Choose Investments?
The Aim Real Estate Inst real estate mutual fund investment portfolio is filled with middle sized value and blended stocks. More than ¾ of the companies stock and securities purchases are in this range.
What's in the Portfolio?
Among the top holdings in the portfolio are Simon Property Group, Public Storage and Vornado Realty Trust.
Adding To Your Portfolio
There are two reasons that many people look into purchasing shares in real estate mutual funds. The first reason is that it is a more solid market. While all markets carry risk, purchasing real estate mutual funds offers some sense of stability as it is all built on the grounding of a tangible asset – real estate.
Additionally, purchasing a real estate mutual fund not only offers you one stock option that can all be lost in a single market shift, but a number of options that are all in the single fund portfolio.
When you are ready to buy, look for a broker that is able to handle your specific needs. In this market that broker is REITBuyer.com. REITBuyer.com is the first and only online brokerage that specializes in REITs and real estate mutual funds. Not only do they offer you all of the research and news feeds you need on the current REITs on the market and factors that may impact those REITs, but they also are able to help you buy, sell and manage your portfolio, all in the same place.
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