Factors That Influence Real Estate Prices
This material is intended for informational purposes only and should not be considered a personalized recommendation or investment advice. Investors should review investment strategies for their own particular situations before making any investment decisions.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions.
Investing involves risks, including the loss of principal invested.
Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.
Risks of the REITs are similar to those associated with direct ownership of real estate, such as changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and credit worthiness of the issuer.
Investing in REITs may pose additional risks such as real estate industry risk, interest rate risk, and liquidity risk.
The example is hypothetical and provided for illustrative purposes only. It is not intended to represent a specific investment product. Dividends and interest are assumed to have been reinvested, and the example does not reflect the effects of taxes or fees.
1The indexes representing each asset class are S&P 500® Index (large-cap stocks); MSCI EAFE Index (international stocks); Ibbotson Intermediate U.S. Government Bond Index (bonds); Ibbotson U.S. 30-day Treasury bills (cash investments); and FTSE All Equity NAREIT Index (REITs). Indexes are unmanaged, do not incur fees or expenses, and cannot be invested in directly. For additional information, please see Schwab.com/IndexDefinitions. Past performance is no guarantee of future results.0123-2F1U