A U.S. equity portfolio that seeks to provide investors total returns – with a focus on current income – associated with real estate growth and development. The Portfolio invests in a variety of publically listed securities that derive the majority of their revenues through real estate and real estate-related activities.
Why Invest in the Portfolio
COMMERCIAL REAL ESTATE FOCUSED
The Portfolio seeks to add value by investing in commercial real estate companies that have key holdings and value-producing operations benefiting from strong regional and local market dynamics.
LEVERAGES ECONOMIC GROWTH
Investment in hard asset-backed real estate-related securities benefiting from global economic growth can be a long-term source of wealth creation via both substantial capital appreciation and attractive current income.
EXPERIENCED PORTFOLIO MANAGER
The Strategy's Portfolio Manager spent 20+ years in the real estate development and consulting industry. This hands-on-knowledge provides keen insight into a company's ability to create value for shareholders