Funds: Tapping real assets for income

Infrastructure and real estate have had a good run. Should you get out now while the going’s still good, or hang on for the income?

The share prices of infrastructure and real-estate investment trusts and have shot up in the last few years pushing yields down and many investors could be forgiven for thinking they should get out while they are ahead and before interest rates rise. So is this as good as it gets for real assets?

Worrying valuations

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David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.