The REIT's have faired well over the past six months with no losses encountered along the way. The gains are distributed in widely varying scales. How much have you earned or lost since November? If you puschased almost any of these funds back on November 19th your profits were realized. PIMCO Real Estate Return Strategy Fund (PRRSX) added the least positive return to the portfolio but I still consider it to be a STRONG BUY. While MNREX, a Manning & Napier Real Estate Fund showed no profit as of yesterday it is also considered a BUY too, Many of these are probably ready to be SOLD although there may still be some upside left in the short term. Investing is so much more fun in hindsight don't you think? The returns have faired better than most traditional equity gains of real property purchase & sales however there is always a risk involved in any investment.
Let's take a hypothetical look at how your $10,000 investment could have grown since November 19th, 2012.
Symbol Now _ November Profit
ARFCX 12.20 10.14 $2,031
EUEYX 27.10 22.98 $1,792
FHEIX 22.65 18.93 $1,965
FRESX 36.83 30.37 $2,127
GREAX 17.46 14.54 $2,008
KIRAX 18.83 17.06 $1,037
KSRAX 30.56 25.63 $1,923
MNREX 13.18 13.18 $0
PRRSX 5.57 5.24 $629
REPSX 33.47 25.46 $3,146
TIREX 13.96 11.87 $1,760
Remember that this is for informational purposes only. If you wish to find out more about these Real Estate funds please consult your financial brokerage or a trusted resource before you invest. Know that all investment carries risk.
Click HERE to see the March 28th post regarding REIT's.
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