REITs: Quality growth and defense for an uncertain marketplace – Principal – 10.28.19

Summary:

Now On Demand.

Global real estate markets continue to exhibit healthy fundamentals and positive, steady growth late in the cycle. Key drivers of this growth are the broad structural market changes that are generating demand for non-traditional or specialty real estate properties.

Join Principal Global Investors on October 28 to hear how publicly traded Real Estate Investment Trusts (REITs) offer solutions for those seeking structural growth ideas, durable income, and a lower equity beta in their portfolios. We’ll discuss:

  • Inefficient markets & the importance of active management
  • Opportunities in non-traditional REITs
  • Performance, valuations, our global REIT outlook


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Kelly Rush, CFA
Chief Investment Officer, Real Estate Securities
Principal Real Estate Investors

As head of real estate securities, Kelly directs the domestic and global real estate investment trust (REIT) activity for Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors. He has experience in both separate account and pooled fund management and has been managing real estate stock portfolios since 1997. Previously, Kelly participated in structuring commercial mortgage loans for public real estate companies and the analysis of real estate investment trust issued bonds. He has been with the real estate investment area of the firm since 1987. Kelly received an MBA in business administration and a bachelor’s degree in finance from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation and is a member of both the Iowa Society of Financial Analysts and the CFA Institute. Kelly’s prior speaking engagements include the Institutional Investor Endowments & Foundations Roundtable, the NAREIT Institutional Investor Forum, the National Conference of Public Employee Retirement Systems (NCPERS), and the International Council of Shopping Centers (ICSC) Law Conference.
Todd Kellenberger, CFA
Client Portfolio Manager, Real Estate Securities
Principal Real Estate Investors

Todd is a portfolio specialist for Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors. He is responsible for the investment analysis of real estate investment trust companies and plays a key role in investment marketing activities and new business efforts for the real estate securities team. Todd joined the firm in 2006. He received a bachelor’s degree in finance from the University of Northern Iowa. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Moderator: Paul Schieber
Managing Director
Principal Global Investors

Paul Schieber is a tenured sales leader, a former top external wholesaler and a financial advisor. Paul’s career is committed to excellence, and he contributes a high level of integrity to Principal as well as a wealth of experience to the advisor community. Paul joined Principal after 11+ years with Lord Abbett as a Regional Manager and Director of Internal Sales. Prior to Lord Abbett, Paul was a wholesaler for AssetMark and started his career at Merrill Lynch as a Financial Consultant. Paul has a B.S. Degree from the State University of New York – Binghamton. He is the holder of a Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business and is an Accredited Investment Fiduciary (AIF) designee from fi360 to help advisors implement prudent processes into their own investment practices.

Overview:
Title: REITs: Quality growth and defense for an uncertain marketplace
Date: Monday, October 28, 2019
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Investing involves risk, including possible loss of principal. REITs are subject to a real estate industry sensitive to interest rates, general and local economic conditions, property tax rates, and other factors. Real Estate investment options are subject to investment and liquidity risk and other risks inherent in real estate such as those associated with general and local economic conditions. Property values can decline due to environmental and other reasons. In addition, fluctuation in interest rates can negatively impact the performance of real estate investment options. International and global investment options are subject to additional risk due to fluctuating exchange rates, foreign accounting and financial policies, and other economic and political environments.Principal Funds are distributed by Principal Funds Distributor, Inc. Principal, Principal and symbol design, and Principal Financial Group are registered trademarks and services marks of Principal Financial Services, Inc., a Principal Financial Group company. © 2019 Principal Financial Services, Inc.