Ready-to-Go Folios: Industrial-Office REIT Folio

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.

Performance
Holdings
Methodology

Last Updated: April 9, 2021

Category: Sector/Industry
Inception Date: November 09, 2000

	Folio	S&P 500
One Month	3.89%	6.68%
Three Month	14.41%	8.35%
Year to Date	10.63%	10.39%
One Year	20.73%	50.5%
Three year (Annualized)	11.93%	18.68%
Five Year (Annualized)	8.87%	17.32%
Since Inception	8.64%	N/A
1 Year Volatility	31.41%	19.25%

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

* Returns reflect unfunded model performance from the Inception Date to the present. 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

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).
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.
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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.