Closed-End Funds: Midyear Check On The Real Estate Space

Sep. 04, 2022 1:35 PM ET, , , , , , , , 35 Comments

Summary

  • Real estate hasn't been a particularly strong area to invest in through 2022.
  • It hasn't provided any meaningful shelter despite being a natural inflation hedge.
  • I believe higher interest rates, concern about an economic slowdown and slowing real estate demand are causing this.
  • For long-term income investors, there are still opportunities to put capital to work in CEFs.
  • This idea was discussed in more depth with members of my private investing community, CEF/ETF Income Laboratory. Learn More »

Real estate Business Trends Graphs and charts

Vertigo3d

Written by Nick Ackerman, co-produced by Stanford Chemist. This article was originally posted to members of the CEF/ETF Income Laboratory on August 20th, 2022.

It's been a rather tumultuous year for investments. Real estate hasn't been able to escape the volatility. However, that's

Profitable CEF and ETF income and arbitrage ideas

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This article was written by

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Nick Ackerman is a former financial advisor using his experience to provide coverage on closed-end funds and exchange-traded funds. Nick has previously held Series 7 and Series 66 licenses and has been investing personally for over 14 years.

He contributes to the investing group CEF/ETF Income Laboratory along with leader Stanford Chemist, and Juan de la Hoz and Dividend Seeker. They help members benefit from income and arbitrage strategies in CEFs and ETFs by providing expert-level research. The service includes: managed portfolios targeting safe 8%+ yields, actionable income and arbitrage recommendations, in-depth analysis of CEFs and ETFs, and a friendly community of over a thousand members looking for the best income ideas. These are geared towards both active and passive investors. The vast majority of their holdings are also monthly-payers, which is great for faster compounding as well as smoothing income streams. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RQI, RNP, JRS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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