VRAI - REITs Offer Durable Shelter

Summary

• High-quality REITs with steady cash flows can be a bulwark against volatility - better yet, they’re trading at attractive discounts relative to stocks.
• REITs own hard assets that can produce steadier cash flows during cyclical downturns and provide additional inflation protection compared to the broader basket of companies in the S&P 500 that are more vulnerable to rising costs.
• While the direction of the broad stock market is difficult to forecast given today’s macro uncertainties, we believe investing in REITs appears to be a relatively attractive opportunity.

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