Taking the Mystery out of Real Estate Investment Funds (Part 2)

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As we described in Part 1, researching and evaluating the appropriate Real Estate Investment Fund (REIF) is critical to your financial success and your overall peace of mind.

To help you determine the best possible REIF for your goals, here is a list of the country’s top 7 best performers. Rankings are based on a combination of the one-year return, expense ratio, and total assets (source: U.S. News):

1. TIREX – This fund is geared toward both capital appreciation (long term) and current income (short term) by investing 80% of its assets in “companies that are principally engaged in or related to the real estate industry, including those that own significant real estate assets.” Over the past year, this fund has a return-on-investment of 16.58%.

2. Cohen & Steers Institutional – This fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. One-year return: 16.51%.

3. DFREX – Long-term capital appreciation through principal investments in equity securities of companies in certain REITs and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property. One-year return: 15.29%.

4. Davis Real Estate Fund – Combination of growth and income. The fund invests at least 80% of its net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the real estate industry. One-year return: 11.33%.

5. Cohen & Steers Real Estate Securities Fund – Seeks total return through investment in real estate securities: At least 80% of its total assets in income-producing common stocks and other equity securities issued by real estate companies, such as REITs. One-year return: 15.02%.

6. Fidelity Series Real Estate Income Fund – This is an aggressive fund that seeks a higher-than-average income through investment, primarily in preferred and common stocks of REITs, debt securities of real estate entities, and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities. One-year return: 9.91%.

7. Fidelity Real Estate Investment Port – This fund is all about above-average income and long-term capital growth, consistent with reasonable investment risk, by investing primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. One-year return: 12.19%.

Any real estate investment should be carefully considered, including an investment in a REIF. Properly chosen and monitored, a REIF can be a great way to achieve the financial goals you seek.

* Read part 1 of "Taking-the-Mystery-out-of-Real-Estate-Investment-Funds" now!