Research.LeutholdGroup

In mid-2013 we developed a multi-factor model to select individual REITs, figuring that we could exploit an area of the market that is uncrowded from a factor and quantitative standpoint. The results have been outstanding, with the buy-rated securities outperforming the sell-rated securities by 45% since the model went live.

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Real Estate Investment Trusts and Insurance Brokers were this week's best groups.  Tech Hw Stor & Periph and Oil & Gas Refining & Marketing were this week's worst groups.

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REITs continually ranked this year among Most Attractive. After tactical additions, 15% now invested in REITs. Interest in these real estate proxies is definitely increasing, by both institutional and individual investors.

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Conventional Portfolio boosting REIT holdings above the 8-10% core position. New purchases increase REITs to 12% of total assets. Increase viewed as tactical move, NOT an upward revision in core position.

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REITs removed from equity portfolio and now occupy separate real estate asset class. High equity valuations and moderate upside bond potential make real estate an appealing long term play.

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Observations and opinions on REITs as well as highlights from a recent institutional investor REIT forum.

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REITs being added to Conventional and Unconventional Portfolios. Expect total returns here to be in excess of 10% annually. REITs are also expected to act as a defensive holding in a down market.

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