Webinar: Real Estate Securities An Allocation, not a trade

You may have heard the term “REIT” but what does it mean? REIT stands for Real Estate Investment Trust. These Trusts own, finance, and operate real estate.

Real estate owned by a REIT is an important part of the U.S. economy. They provide investors with exposure to the real estate market through their stock portfolio.

Please join us as we take a dive into REITs and how we are positioning them in our clients’ portfolios.

Please feel free to share this invitation with your friends and family.

Wednesday, September 22, 2021


Hosted by Mark Swingle, CFP ®, Westfield Financial Planning

along with Evan Serton, Senior Vice President, Cohen & Steers

RSVP: Please click here to register or contact Mary at maryharris@westfieldfinancialplanning.com