Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy

from Wealth Management Invest · host Wealth Management Invest

Investing in REITs can help diversify an investor’s portfolio, which can decrease overall portfolio risk. In this episode, David Bodamer is joined by Abby McCarthy, senior vice president of investment affairs with Nareit, as they talk about what financial advisors should know about investing in REITs. Abby discusses: The common misconceptions and big questions financial advisors often have about REITs The proper allocations for REITs within overall investment portfolios What Nareit’s strategy looks like when it comes to educating advisors and investors on the sector And more Resources: Nareit Quick Facts Guide Connect With Abby McCarthy: [email protected] Nareit Linkedin: Abby McCarthy Connect With David Bodamer: [email protected] WealthManagement.com About Our Guest: Abby McCarthy is the vice president of investment affairs with Nareit. Within Abby’s role, she develops research that can be used within the investor market. Abby creates educational materials that can be shared with investors to understand the current investing environment.

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This episode is 22 minutes long.

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This episode was published on May 31, 2021.

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