As you consider your real estate mutual fund and REIT investments, it is important to take a closer look at many of the offerings out there. This article will focus on Aim Real Estate C (IARCX).
Fund Profile
Aim Real Estate C is a member of the Invesco Aim family of funds. It has a focus on managing, building, owning and selling real estate in the commercial, industrial and residential arenas.
Fund Performance and Ratings
When it comes to ratings, there is no better one to get than the 5-star Morningstar rating. That is exactly what the Aim Real Estate C real estate mutual fund has achieved, considered to have below average risk and above average return for investors.
While the whole stock market has taken a beating in recent months, the Aim Real Estate C real estate mutual fund has been able to hold on where many others have seen catastrophic drops. Over the past five years, the fund has seen a nearly 9 percent drop.
Where Does It Invest?
The goal of the Aim Real Estate C real estate mutual fund is to put at least 80 percent of all assets into real estate and companies that are real estate related. These stock purchases are further qualified by the fact that at least 50% of all assets will be those that relate to building, owning and managing, or selling commercial, residential and industrial real estate offerings.
Who's in Charge?
Managing Aim Real Estate C is Paul Curbo. Curbo has been with Invesco since 1998. Not only does he manage the Aim Real Estate C fund, but he has also been put in the top decision making role for many of the other funds through in the Aim family.
How Does it Choose Investments?
The focus of Aim Real Estate C real estate mutual fund investments is middle sized value and blended stocks. More than ¾ of the companies stock and securities purchases are in this range.
What's in the Portfolio?
Among the investments in the Aim Real Estate C real estate mutual fund investments are Simon Property Group, Inc., Public Storage and Federal Realty Investment Trust.
Adding To Your Portfolio
There are a couple of reasons that many people look into purchasing shares in real estate mutual funds. The first reason is that it is a more solid market. While all markets carry risk, purchasing real estate mutual funds offers some sense of stability as it is all built on the grounding of a tangible asset – real estate.
Additionally, purchasing a real estate mutual fund not only offers you one stock option, but a number of options that are all in the single fund portfolio.
When you are ready to buy, look for a broker that is able to handle your specific needs. In this market that broker is REITBuyer.com. REITBuyer.com is the first and only online brokerage that specializes in REITs and real estate mutual funds.
About The Author
Robert Shumake's mission is to inform the public about mortgage fraud and real estate scams and to provide tips on how to avoid being a victim. "Sometimes people will commit identity theft to obtain a housing loan, sell someone else's house or take over someone else's property," says Shumake. "It is my goal to inform the public on how to protect themselves from being victims of this crime."
http://reitbuyer.com
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