BDC - Why REITs Outperform Stocks And 3 'Strong Buys' Heading Into H2 2019
Over long time periods, REITs have consistently produced much greater returns than Stocks:
Investors who missed out on these gains try to rationalize by saying this outperformance was a “fluke” or a “one-time-event” that won’t reproduce itself in the future.
We strongly disagree. In fact, we believe that the outperformance of REITs (relative to Stocks) is very much expected – and the reasons that led to outperformance in the past remain perfectly relevant today. Any asset class can outperform over a 1-year or even 5-year time period, but you don’t come ahead for decades and