Real estate investment during these critical economic times can be a mixed bag. The market in the United States, and abroad, varies between boom and busted depending on which news source one pays attention to. What with all the chaos in Europe, joblessness in the US, and a China stunned by the rest of the world's money woes, it's tough to predict a winner. Yet some experts still do.
Looking at the top performing funds over the last three months, clearly not everyone out there is hindered by the recession.
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Breaking these "winners" down, RealtyBizNews provides a brief company background on the top three below.
REMS Group
Real Estate Management Services Group, LLC offers very specialized portfolios of securities and institutional investments. Led by Edward W. Turville, CFA, the company founded in 1997 has clients from Pension Plans, Foundations, Insurance Companies,
Pooled Funds and on to Private Investors. REMS has offices in Naples, Florida and Atlanta.
Alpine Cyclical Advantage Property Instl
This fund, managed by Samuel Lieber, shows an even higher annual growth rate of +22.46% according to CNN Money. Lieber, for those unfamiliar, is one of the most respected and well known investment advisers in the world. Alpine operates on the principle that real estate is an essential component of most successful investing portfolios. I suppose it could be said, Liber and his fellow adhere to the old Southern saying about property and land in particular; "It ain't getting any cheaper, they don't make any more of it." Long term, the soil and what's beneath it is one of the only real values. Lieber should know, his funds always make money.
ProFunds Real Estate UltraSector Inv
Founded in 1997, ProFunds offers a wide array of investing strategies over some 100 plus funds. Like Alpine above, ProFunds is also even more profitable so far on the year standing at 29.20% so far as of today. Hratch Najarian has managed for ProFunds for over twelve years, through the thick and thin of the recession too. Curently the top five holdings of the fund are; Simon Property Group Inc, Amer Tower Reit, Public Storage, Equity Residential, and Ventas Inc.
To cap off this peek into this year's investing winners, the reader may want to investigate Lifeco Split Corporation, Yahoo Finance's overall top performer at 83.25% over the last three months. Lifeco specializes in what are known as managed futures, for creating highly diversified portfolios. We will follow these funds and report again next month for a correlative.
Chart courtesy Biz Yahoo!
Fascinating news about the funds. I am going to invest in a real estate fund as soon as possible. The Lifeco Split Corp looks amazing.