Managed investing managers are trimming exposure to real

Managed investing managers are trimming exposure to real estate investment trusts (REITs) as rising interest rates weigh on valuations. Data from CBRE shows REIT total returns falling 3% YTD, prompting a shift into infrastructure assets offering 6-7% stable yields. Here are some things to consider before you invest that cash. 900 Salem Street, Smithfield, RI 02917 National Financial Services LLC, Member NYSE, SIPC 245 Summer Street, Boston, MA 0211 1208063.1.2 ©2025 FMR LLC. All rights reserved. Recent market volatility has forced managed investing advisors to increase cash positions from 5% to 8%, according to Morningstar research. This tactical move aims to take advantage of pullbacks in high-dividend blue chips, which have shown 4.1% average yields in Q