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

 
Contact Us
 
Telephone 
(407) 412-6298
 
General Inquiries
info@vl-capital.com
 
 

 
 


 
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.