Interval Funds vs. REIT ETFs

In Episode 8 of In Real Time, we speak with Brian Buffone, Managing Director, and head of equity investments for commercial real estate at BSP. Brian discusses the primary differences between interval funds and REIT ETFs in terms of liquidity, volatility, and risk return.

Primary differences covered:

• Levels of liquidity
• Volatility related to COVID-19
• Asset types
• Long-term vs. short-term investments

Views expressed are those of BSP. Past performance is not necessarily indicative of future results.  All investments involve risks, including possible loss of principal. An investment in interval funds is not suitable for all investors. Interval funds have limited liquidity and should be viewed as a long-term investment. Investors should carefully read a fund's prospectus and consider its repurchase policy. There is no guarantee that investors will be able to sell interval fund shares at any given time or in the quantity they desire. There can be no assurance that an investment will be able to implement its investment strategy and achieve its investment objectives. 

This communication is general in nature and provided for educational and informational purposes only. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.