When Your Lookalike Funds Don’t Act Alike

Image Credit: Alex Nabaum

What an asset is worth depends on who owns it — and how.

If you own publicly traded real-estate investment trusts, your REITs are worth an average of 21% less than they were at the end of 2019. If, however, you hold the TIAA Real Estate Account, a $25.2 billion variable annuity invested mostly in private assets, your stake is down only 1.1% for the year.

 

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This article was originally published on The Wall Street Journal.

Further reading

Benjamin Graham, The Intelligent Investor