Next Meeting

September 15, 2018

"Optimizing Your Investment Portfolios via Real Estate/REITs"
Brad Case, Ph.D.
Sr. Vice President, Research & Industry Information
National Association of Real Estate Investment Trusts
Presentation Description
NAREIT is a Washington, D.C.-based association representing a large and diverse industry that includes equity real estate investment trusts, mortgage REITs, REITs traded on major stock exchanges, public non-listed REITs and private REITs. Leveraging his 18 years as an economist, Brad Case will highlight NAREIT's outlook on the real estate/REIT market and its latest research on optimizing real estate/REITs within your investment portfolios.
The current market situation in historical perspective, the impact of rising interest rates on REITs, inflation protection from REITs and other investments in real estate, diversification and risk-adjusted performance of REITs relative to other assets, long-term return distributions and correlations/volatilities of REITs and non-REIT stocks will be presented.
** This program will be held in Building CN, Room 117; Go to the Ernst Cultural Center's second floor and go out the rear exit and turn left (Building CN is 200 feet on your left after you exit the Cultural Center's rear doors)**
Attend this meeting to learn about
  • Why research studies illustrate meaningful portfolio diversification using REITs/Real Estate alongside stocks, bonds and cash.
  • Inflation protection and the impact of rising interest rates on REITs.
  • The types of REITs and their and risk-adjusted performance relative to other assets.

Speaker Biography
Brad Case, Ph.D., is Senior VP of Research and Industry Information, and conducts research on the role of real estate investing through REITs in institutional/individual investment portfolios. He assists in managing NAREIT's sponsored research agenda and monitors/facilitates REIT-related research by independent academics.
He is a frequent presenter at industry conferences, especially Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) meetings, and authors multiple articles. He previously served as an Economist with the Federal Reserve's Board of Governors from 2000-2006. He's an editor of Real Estate Economics and the Journal of Housing Economics. As a CFA and CAIA, he's a member of the CAIA Association Washington DC Chapter Executive Committee, the CFA Society of Washington DC Programs, and he co-chairs its Alternative Investments subcommittee.
He earned his Ph.D. in Economics from Yale University in 2000.

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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

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AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

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