The Real Income™ portfolio strategy does not use leverage, derivatives, or short-selling. Portfolios are constructed with 25-35 securities consisting of various types of liquid REITs.
The property types include apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/tech, and a variety of health care related facilities. All portfolio companies are classified into one of three categories, and portfolios maintain allocations to each within the following risk categories:
- Core (40% to 70%): Companies with superior balance sheets, established track records, and moderate growth
- Value Add (20% to 50%): Companies with moderate leverage, established track records, and high growth potential, both internal and external
- Opportunistic (0% to 25%): Companies with high leverage, unproven track records, and high growth potential, both internal and external.
For the most recent portfolio update, click this link: Real-income-portfolio-09-30-2017
Categories: Past Opportunities