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Series 7: Investment Information & Recommendations
Series 7 practice questionmediumAlternative Investments — REITs

A hybrid REIT combines which two investment strategies?

  1. ADomestic and international real estate
  2. BReal estate and stock market investments
  3. CCommercial and residential properties only
  4. DEquity ownership of properties and mortgage lending✓ Correct answer
Explanation

Why DEquity ownership of properties and mortgage lending

A hybrid REIT combines the strategies of both equity REITs (owning and operating properties for rental income) and mortgage REITs (investing in mortgages and mortgage-backed securities for interest income). This diversification provides income from both rent and interest, potentially reducing risk compared to a pure equity or mortgage REIT strategy.

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