In this combined Plus episodes 478 and 479, we review public equity REITs’ historical performance, expected returns, and current valuations. We also compare public equity REITs to private REITs and explain why private REITs continue to limit redemptions.
We review how stock managers evaluate individual stocks.
We compare Schwab’s, Fidelity’s, and Vanguard’s ownership and explain why Schwab has less compelling cash sweep options.
Finally, we look at FREC, a new competitor in the direct indexing space.
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