Thanks Pete
Alyson L. Nickse, CFP®, CDFA®
Partner
Direct: 617.226.0024
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109
From: Peter Malone
Sent: Tuesday, December 11, 2018 10:51 AM
To: CrestwoodAdvisors <crestwoodadvisors@crestwoodadvisors.com>
Cc: ” <>
Subject: REIT Increase Follow Up #researchtrades
As a follow up to this morning’s meeting, I have attached the presentation for internal use only. Additionally, I have included two write ups from Cohen and Steers that are helpful in shaping the argument for REITs and why it make sense to invest now.
Also, below is a snapshot of the sector allocation relative to a diversified U.S. REIT index as well as a list of the top ten holdings in the fund.
Peter Malone, CFA
Research Analyst
Direct: 617.226.0030
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109