RREIX : REMS Real Estate Income 50/50 Fund Institutional Shares

RREIX is a Alternatives Market Real Estate with MODERATE fees.

RREIX

REMS Real Estate Income 50/50 Fund Institutional Shares

FI Score

32 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

32% FI Score
  • rreix
  • Mutual Fund
  • Alternatives
  • Real Estate

REMS Real Estate Income 50/50 Fund Institutional Shares

Expenses: 0.71% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks to achieve a primary objective of high current income with a secondary objective of long-term capital growth. The fund will pursue its income strategy though a portfolio of 50% real estate preferred securities and 50% real estate common equities, rebalanced periodically to offset changes in market valuations. It invests at least 80% of its assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry.

Largest Holdings

Amount Holding
4.45% Stag Industrial Inc
4.21% Brandywine Realty Trust
3.92% Alexander's Inc
3.54% Healthpeak Properties Inc
3.31% VEREIT Inc Class A
3.27% WPT Industrial Real Estate Investment Trust
3.13% CatchMark Timber Trust Inc Class A
2.83% Weingarten Realty Investors
2.77% Brixmor Property Group Inc
2.57% Monmouth Real Estate Investment Corp C
2.47% Spirit Realty Capital Inc
2.44% RPT Realty 7.25% Cum Conv Perp Pfd Shs of Benef Interest Series D
2.17% Digital Realty Trust Inc 5.875% Series G Cumulative Redeemable
2.17% SL Green Realty Corp Cum Red Pfd Shs Series -I-
2.10% Gaming and Leisure Properties Inc
2.04% Istar
1.98% National Storage Affiliates Trust 6% PRF PERPETUAL USD 25 - Ser A
1.98% VEREIT Inc 6 7/10 % Cum Red Pfd Shs Series -F-
1.81% Vornado Realty Trust Cum Red Pfd Shs Series -L-
1.79% Rexford Industrial Realty Inc A
1.79% Kennedy-Wilson Holdings Inc
1.76% Spirit Realty Capital Inc Spirit Realty Capital Inc
1.75% American Homes 4 Rent D
1.70% Independence Realty Trust Inc
1.68% Global Net Lease Inc Cum Conv Red Perp Preferred Shs Series -A-

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo