Jeffrey Kolitch

Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, joins Chuck to chat about how investors may benefit when they look past REITs and invest in service companies and home builders in the real estate space, although he still likes select REITs despite the category’s recent struggles.

In addition to delivering long-term capital gains, Baron Funds offers dividend income on some of its funds, as well as opportunities to invest in dividend-paying equities to supplement asset appreciation. To view the article, visit www.divideninvestor.com.

We are pleased to announce that David Kirshenbaum has been appointed to the position of Assistant Portfolio Manager for Baron Real Estate Income Fund. David joined Baron in 2010 to support our real estate research efforts. Among his many responsibilities, David has had a leading role in REIT research and investments. He will continue to conduct equity research in his expanded role.

For more information, please contact us.

In "The Journal Report," The Wall Street Journal's quarterly review of mutual funds and ETFs, five Baron funds ranked among the top performing funds in their respective peer groups for one-year total return through February 28, 2018 according to Lipper.

Among the funds listed were Baron Real Estate Fund, Baron Partners Fund, Baron Fifth Avenue Growth Fund, Baron Opportunity Fund, and Baron Global Advantage Fund.

In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, seven Baron funds ranked among the top performing funds in their respective peer groups for year-to-date total return through January 31, according to Lipper.

Among the funds listed were Baron Real Estate Fund (#1 in its category), Baron Real Estate Income Fund, Baron Partners Fund, Baron Asset Fund, Baron Fifth Avenue Growth Fund, Baron Opportunity Fund, and Baron Global Advantage Fund.

Learn about Baron's three new funds: Baron Real Estate Income Fund, Baron Durable Advantage Fund, and Baron WealthBuilder Fund.

Baron Real Estate Fund portfolio manager Jeff Kolitch describes why he pursues an "all-inclusive" approach to real estate investing and more in an in-depth Q&A featured in the September 29, 2017 issue of Value Investor Insight.

"Rising interest rates are the number one reason REITs have underperformed since late summer," said Jeff Kolitch, portfolio manager of Baron Real Estate Fund, which invests in many real estate categories, not just REITs. Read the article at www.thinkadvisor.com.

Jeff Kolitch, portfolio manager of Baron Real Estate Fund, discussed the potential for growth in the real estate market and why investors should think beyond REITs to gain exposure.