Real Estate Income & Growth
The Real Estate Income & Growth strategy is a fully invested portfolio of publicly traded companies engaged in the real estate industry. The portfolio’s primary objective is current income with a focus on capital appreciation.
Most investments are in Real Estate Investment Trusts (REITs), which are companies representing ownership in actively managed income-producing commercial real estate properties.
Portfolio Managers
Edward “JR” Humphreys II, CFA, CAIA
Tom Kaiser, CFA, CPA
Tom Kaiser, CFA, CPA
Inception Date
05/01/2017
Real Estate Income & Growth SMA Strategy Highlights
Seeks current income and capital appreciation through publicly traded U.S. based equity Real Estate Investment Trusts (REITs) from most of the 13 REIT industries.
REITs distribute 90% of their income annually as dividends historically making them a higher source of income versus other equities.
REITs can add diversification to a portfolio of stocks, bonds, and cash.
Diversification and liquidity are provided through owning REITs versus directly investing in real estate.
Active management of this SMA is focused on mitigating downside risk of individual companies.