As a real asset focused investor in a low interest rate world, I am constantly faced with the battle of balancing risk and reward. With interest rates now scraping the bottom of the barrel at under 1% across the spectrum of U.S. Treasuries, it is increasingly challenging to find high-quality REITs and other publicly-traded real asset companies that offer a satisfactory rate of return through dividend and growth potential
Granted there are some, but they are in troubled, higher-risk sectors that are plagued by negative market sentiment and larger challenges. For example, Simon Property Group