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@EllieMae802, we certainly appreciate your post and the great questions. We will certainly will ensure the appropriate area will review your concerns. ~JM
I am unfamiliar with REIT's, however I would advise not using usaa for any investment advice or scheme.
usaa does not care about customer service or its members financial health. Search the cummunity and see how many long time members are moving all their assests away from usaa.
I had IRA's and a inheritance under usaa's management. I moved the IRA's and 2 things happened. Each performed better in one year with a different financial institute than they had in over 10 years of usaa management.
However, when I moved them, usaa botched up the IRS filing triggering an audit and intital finding that I owed the IRS big money. I was able to prove to the IRS that I didn't owe any back taxes and that usaa had screwed up the documentation. The IRA agreed and the issue was resolved. usaa did nothing, they didn't and wouldn't provide any suport for their error, and when it was all done, they never acknoweldged that they were the direct cause.
Get your money out of usaa.
Dear @Been there Done That,
Thank you very much for sharing your concerns. We will log your feedback. Have a great weekend.