APPENDIX D
REIT Portfolio Management
Following is a discussion of how one might go about managing his or her REIT stock portfolio. It is excerpted (and updated) from one of the author's newsletters, “The Essential REIT.”
Those who own only two or three REIT stocks and intend to buy no more of them should ignore this entire Appendix D. It's intended primarily for REIT enthusiasts who have a significant allocation to REITs, perhaps owning 10, 20, or even 30 of them, and who are curious about the many potholes and forks in the road leading to effective REIT portfolio management.
First, a caveat. This is not a topic that one sees discussed regularly in Money magazine or the financial press; portfolio management tends to be the province of academic ...
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