VL Capital Management 
REIT Portfolio  

The VL Capital REIT Portfolio passively invests in the equity of the largest publicly-traded real estate investment trusts (REITs) based on total market capitalization. The Portfolio 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


Key Information

Manager VL Capital Management
Account Structure Separately Managed
Custodian Interactive Brokers
Dividend Yield 3.55%

1. The information presented herein is for informational purposes only about VL Capital Management’s investment portfolios and is not intended as a solicitation to invest. Past performance is not an indication or guarantee of future results.