REMS Real Estate Value-Opportunity Portfolio

REMS Real Estate Value-Opportunity Portfolio may invest in the universe of public real estate securities including all REIT index constituents plus any other opportunity where the majority of the public company’s revenues or intrinsic value is derived from real estate, including:

  • The common stock of publicly traded mortgage, and hybrid REIT companies;
  • The common stock of Real Estate Operating Companies (REOCs) that are publicly traded but have not elected REIT status;
  • The preferred equity securities of publicly traded REIT companies

REMS’ Value, Yield-Advantage investment process is research driven with a primary objective to generate excess returns over a market cycle by purchasing public real estate enterprises at a discount to the private market valuation of the underlying real estate holdings. Current income is the secondary objective, and dividends are paid monthly to mutual fund shareholders. The strategy is long-biased but may use modest leverage or short positions to enhance or protect returns.

The product is available both as a mutual fund and as a separately managed account. For more information contact Candace Chapman.

Allocations shown are representative only.