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.

  • Produces 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. All returns are provided net of management fees. Past performance is not an indication or guarantee of future results. Actual performance may be higher or lower than performance data quoted.
2. The First Value Date is the first day for which there is a calculated value (either live or back-tested) for a given portfolio. Back-tested performance, which is hypothetical and not actual performance, is subject to inherent limitations because it reflects application of a methodology and selection of constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of a strategy. Actual returns may differ from, and be lower than, back-tested returns.