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REITs

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jan 23, 2018 REITs: A Tough Call in the Face of Rising Rates

We believe REIT fundamentals remain generally healthy, but in today’s rising rate environment, our confidence in how REITs will perform is low. We require an even larger margin of safety when considering a tactical allocation.

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Aug 09, 2017 Research Alliance Baron Funds Second Quarter 2017 Quarterly Report

Our latest quarterly report includes letters from Ron Baron and Linda Martinson and quarterly performance commentary from our portfolio managers and analysts on our funds.

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Apr 27, 2017 Research Alliance Baron Real Estate Fund Letter—First Quarter 2017

Baron Real Estate Fund first quarter 2017 letter from portfolio manager Jeffrey Kolitch.

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