Our Strategies

Tailored strategies for navigating today’s real estate markets.​

Yield Strategy

Targets dividend yields 1.5% above the REIT market through 25–40 stocks. Focuses on stability, income, and moderate growth. Aims for 8–10% gross annualized returns.

Diversified Strategy

Owns 25–40 quality REITs trading below intrinsic value. High active-share, benchmark-agnostic. Seeks 9–12% gross annualized returns over a cycle.

Opportunity Strategy

Concentrated in 10–15 mispriced REITs with upside from sentiment shifts or activism. Targets 10–14% gross annualized returns.

Next Gen Strategy

Focuses on 15–25 REITs in non-traditional sectors like data centers and cell towers. Designed as a completion strategy. Aims for 9–13% gross annualized returns.

Global Strategy

Extends our U.S. approach to 25–40 REITs worldwide, emphasizing value and mispricing. Benchmark-agnostic, targeting 9–13% gross annualized returns.