Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy
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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:
Connect With Abby McCarthy:
Connect With David Bodamer:
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.