Objective

The Industrial-Office REIT folio was developed for investors seeking aggressive capital appreciation with higher volatility.

Strategy

The Industrial-Office REIT folio consists of companies engaged in the construction of industrial buildings, warehouses, distribution centers and office buildings.

REITs could provide investors with diversification through a more liquid way to invest in real estate and potentially receive dividends. If more companies are created and established companies expand, industrial-office buildings and Industrial-Office REIT’s could stand to benefit.

Last Updated: May 21, 2018

Category: Sector/Industry
Inception Date: 2000-11-09 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 3.8% 2.55%
Three-Month 5.51% 1.67%
Year-to-Date -6.55% 3.0%
One-Year -1.11% 17.02%
Three-Year (Annualized) 8.74% 10.92%
Five-Year (Annualized) 5.26% 12.67%
Since Inception 8.62% N/A
Volatility 12.94% 12.27%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1AREalexandria real estate eq inc4.17%
2BDNbrandywine rlty tr sh ben int new4.17%
3BXPboston properties inc4.17%
4CIOcity office reit inc com4.16%
5CLImack cali rlty corp4.16%
6CMCTcim coml tr corporation new4.16%
7CUZcousins pptys inc4.17%
8CXPcolumbia ppty tr inc com new4.17%
9DEAeasterly govt pptys inc com4.16%
10DEIdouglas emmett inc com4.17%
11EQCequity commonwealth com sh ben int sh be4.17%
12ESRTempire st rlty tr inc cl a4.17%
13FSPfranklin street pptys corp com4.16%
14GOVgovernment pptys income tr shs ben int4.16%
15HIWhighwoods pptys inc4.17%
16HPPhudson pac pptys inc com4.17%
17KRCkilroy rlty corp4.17%
18NREnorthstar realty europe corp new4.16%
19OFCcorporate office pptys tr sh ben int4.17%
20PDMpiedmont office realty tr inc com cl a4.17%
21PGREparamount group inc com4.17%
22SIRselect income reit com sh ben int4.17%
23SLGsl green rlty corp4.17%
24TIERtier reit inc com new4.16%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Industrial/Office REIT industry, as defined by the National Association of Real Estate Investment Trusts (NAREIT).
  2. We ranked the securities according to market capitalization and selected the top 30 securities with the highest market capitalizations. If there were not 30 available, the complete list of securities was added to the folio.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally between 20 and 30 securities but the number may vary over time based upon the REITs for the Industrial/Office industry.

Update Frequency

Quarterly.

If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.