Real Estate Income & Growth + Index Income
Separately Managed Account | Inception Date: 04/01/2018
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. The strategy also seeks monthly cash flow from option premiums through a long-term, time-decay, premium-capture approach utilizing put-credit spread on the S&P 500 Index or similar exchange-traded funds (ETFs).
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.
Active management of this SMA is focused on mitigating downside risk of individual companies.
Diversification and liquidity are provided through owning REITs versus directly investing in real estate.
The overlay targets cash flow generation for increased returns in exchange for additional market volatility.
Portfolio Management Team
JR Humphreys, CFA, CAIA
Senior Portfolio Manager
Tom Kaiser, CFA, CPA
Portfolio Manager, Research Analyst
Nathan Harshman
Senior Equities & Derivatives Trader