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WMRE: Let’s start with performance. What were the highlights for the month? John Worth: REITs are now in positive territory vs. where they were on Feb. 21, 2020, which is our “marker” for the beginning of the COVID period. So, they have now experienced a full recovery in terms of share prices. It’s an important guidepost for REITs to pass. And, in fact, if you look at the full 14 months from Feb. 21, 2020 to April 23, 2021, you see that REITs are up over that 14-month period by 2.1 percent. Every previous time we’ve talked, they’ve been red for the COVID period.

I last wrote about real estate investment trusts in February 2020, but a lot has changed since then. In this article, I'll explain why REITs can still fill a role in a portfolio but aren't necessarily a must-have for diversification. Diversification Benefits Waning As with my previous article, I'll focus on investing in equity real estate securities, primarily real estate investment trusts. REITs are companies that own and/or operate real estate properties, including shopping malls and other retail outlets, office buildings, warehouses, apartment buildings, and hotels. Because its performa...

Private credit, infrastructure lead pack with double-digit increases Photo: Nicole Delaney John Delaney said institutions are especially interested in infrastructure investments that also have a focus on environmental or governance issues. Investor views of some alternative investments altered by the COVID-19 crisis and persistent low interest rates appear to have affected the holdings of the 200 largest retirement plans in Pensions & Investments' annual survey. Aside from private credit assets, which nearly doubled in the 12 months ended Sept. 30, the asset class with the largest increase w...