Real estate funds: Who’s on top?
Real estate investing is one of the primary ways to help clients diversify their portfolios. Clients who have the means and the time to invest directly in real estate may be able to glean benefits such as creating tax deferrals and controlling cash flow. But for most clients who want to add a noncorrelated asset to their investment mix without the considerable troubles of investing in property, a real estate fund is the more likely choice.
Scroll through to see the top real estate mutual funds ranked by three-year returns. Only funds with at least $100 million in assets are listed. All data from Morningstar.