Reits and Capital Markets
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- Date Submitted: 02/07/2015 12:20 PM
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Capital Markets & Alternative Investments
Real Estate Investment Trusts
I. Introduction: Investment and Wealth Management
Wealth management companies target clients in the upper-middle class income bracket, small business owners and families who require assistance from a qualified financial advisor. The role of an investment advisory includes financial planning, investment portfolio management/ consulting and many different financial services (Martinez 2007). Wealth managers work in retail banking, estate planning, legal resources, with tax professionals and in investment management (Essvale Corporation 2008). In terms of product range, the wealth management industry entails a range of services including, but not limited to, private banking and asset management. There are differences between these services. Wealth management includes more than just the investment side of a portfolio; it involves both sides of a client’s balance sheet. Wealth management companies provide financial consulting services and their advisors provide information on how to gather, maintain, preserve and enhance wealth (Maude 2010). Within this extensive range of products, alternative forms of investments are one of the many categories. This paper will focus on REIT’s as an alternative form of investment and how they react to capital markets and why they are important to the economy. After covering all of these topics we will understand why REITs are an essential part of an investment portfolio and an important aspect to a wealth managers business.
“[Wealth management] addresses every aspect of a clients financial life in a consultative and the highly individualized way. It uses a complete range of products, services and strategies. A wealth manager has to gather information both financial and personal to create individualize series of recommendations, and to be able to make those recommendations completely tailored to each client. Off-the-shelf – it won’t do. What [wealth...
Real Estate Investment Trusts
I. Introduction: Investment and Wealth Management
Wealth management companies target clients in the upper-middle class income bracket, small business owners and families who require assistance from a qualified financial advisor. The role of an investment advisory includes financial planning, investment portfolio management/ consulting and many different financial services (Martinez 2007). Wealth managers work in retail banking, estate planning, legal resources, with tax professionals and in investment management (Essvale Corporation 2008). In terms of product range, the wealth management industry entails a range of services including, but not limited to, private banking and asset management. There are differences between these services. Wealth management includes more than just the investment side of a portfolio; it involves both sides of a client’s balance sheet. Wealth management companies provide financial consulting services and their advisors provide information on how to gather, maintain, preserve and enhance wealth (Maude 2010). Within this extensive range of products, alternative forms of investments are one of the many categories. This paper will focus on REIT’s as an alternative form of investment and how they react to capital markets and why they are important to the economy. After covering all of these topics we will understand why REITs are an essential part of an investment portfolio and an important aspect to a wealth managers business.
“[Wealth management] addresses every aspect of a clients financial life in a consultative and the highly individualized way. It uses a complete range of products, services and strategies. A wealth manager has to gather information both financial and personal to create individualize series of recommendations, and to be able to make those recommendations completely tailored to each client. Off-the-shelf – it won’t do. What [wealth...