REMS Real Estate Income 50/50 Portfolio

REMS Real Estate Income 50/50 Portfolio is a long-only public real estate fixed income alternative strategy focused on providing high current income which pursues investments in:

  • The preferred equity securities of publicly traded REIT companies
  • The common stock of publicly traded REIT companies

This strategy is intended to produce high relative portfolio income and longer term potential for growth in asset value. The relative preferred/common allocation may range between a minimum of 25% of either common or preferred equities or a maximum of 75% in either type to better achieve the strategy’s objectives.

The Portfolio is available both as a mutual fund and as a separately managed account.

            

Allocations shown are representative only.

 

For more information contact Candace Chapman.