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: August 18, 2017

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 -1.37% -1.21%
Three-Month 1.44% 3.04%
Year-to-Date 4.69% 9.75%
One-Year 3.91% 13.23%
Three-Year (Annualized) 9.6% 9.42%
Five-Year (Annualized) 12.22% 13.71%
Since Inception 9.16% N/A
Volatility 14.33% 8.27%

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 inc3.33%
2BDNbrandywine rlty tr sh ben int new3.34%
3BXPboston properties inc3.33%
4CLImack cali rlty corp3.33%
5CMCTcim coml tr corporation new3.34%
6CUZcousins pptys inc3.34%
7CXPcolumbia ppty tr inc com new3.34%
8DCTdct industrial trust inc com3.34%
9DEIdouglas emmett inc com3.33%
10DREduke weeks realty corp new3.33%
11EGPeastgroup ppty inc3.33%
12EQCequity commonwealth com sh ben int sh be3.33%
13ESRTempire st rlty tr inc cl a3.34%
14FRfirst industrial realty trust3.33%
15FSPfranklin street pptys corp com3.33%
16GOVgovernment pptys income tr shs ben int3.33%
17HIWhighwoods pptys inc3.34%
18HPPhudson pac pptys inc com3.33%
19KRCkilroy rlty corp3.33%
20LPTliberty ppty tr sh ben int3.34%
21OFCcorporate office pptys tr sh ben int3.33%
22PDMpiedmont office realty tr inc com cl a3.33%
23PGREparamount group inc com3.33%
24PLDprologis inc3.33%
25PSBps business pks inc calif3.34%
26REXRrexford indl rlty inc com3.33%
27SIRselect income reit com sh ben int3.33%
28SLGsl green rlty corp3.34%
29STAGstag indl inc com3.33%
30TRNOterreno rlty corp com3.33%

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.