REIT Resources for Financial Professionals

June 26, 2019

REIT Resources for Financial Professionals


The reasons for investing in REITs remain strong

If you are among the vast majority of financial professionals who embrace the use of REITs for portfolio diversification, you already recognize that:

• Along with stocks, bonds and cash, real estate is a fundamental asset class…

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.