VL Capital Management 
REIT Strategy  

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

Performance 1

Oct-19 Nov-19 Dec-19 Jan-20 Since Inception
1.50% -1.83% -0.85% 2.67% 1.43%
Key Information

Inception Date October 1, 2019
Custodian Interactive Brokers
Account Structure Separately Managed

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(407) 412-6298
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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.