The VL Capital REIT Strategy passively invests in the equity of the largest publicly-traded real estate investment trusts (REITs) based on total market capitalization. The Strategy is rebalanced on a quarterly basis.
- Generates significant dividend-based income
- Benefits of holding real estate without the issue of illiquidity
- Provides overall portfolio diversification and an inflation hedge
|Inception Date||October 1, 2019|
|Account Structure||Separately Managed|
1. All returns represent past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance quoted above. Returns are representative of all fee-paying client accounts invested in the VL Capital REIT Strategy.