The Real Estate Sector

For those of you that have joined us on our podcast sector spotlight tour, you’ll recognize some themes are forming and real estate is no different. Did someone say diversify? After all, thus far in 2022, roughly 80% of businesses are still reporting they are meeting or surpassing earnings. Add in interest rates, inflation, job vacancies, and enter volatility stage left. Our strategy is to hang on to what we have invested in and as dividends are paid, we spread the risk into varying types of asset classes. Diversification anyone?!