The Industrial-Office REIT folio was developed for investors seeking aggressive capital appreciation with higher volatility.
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: January 22, 2018
Inception Date: 2000-11-09 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-3.01%||6.05%|
|1 Year Volatility||11.3%||6.82%|
* 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.
(% of Folio)
|1||ARE||alexandria real estate eq inc||3.33%|
|2||BDN||brandywine rlty tr sh ben int new||3.33%|
|3||BXP||boston properties inc||3.33%|
|4||CLI||mack cali rlty corp||3.33%|
|5||CUZ||cousins pptys inc||3.34%|
|6||CXP||columbia ppty tr inc com new||3.34%|
|7||DCT||dct industrial trust inc com||3.33%|
|8||DEI||douglas emmett inc com||3.33%|
|9||DRE||duke weeks realty corp new||3.33%|
|10||EGP||eastgroup ppty inc||3.33%|
|11||EQC||equity commonwealth com sh ben int sh be||3.33%|
|12||ESRT||empire st rlty tr inc cl a||3.34%|
|13||FR||first industrial realty trust||3.33%|
|14||FSP||franklin street pptys corp com||3.33%|
|15||GOV||government pptys income tr shs ben int||3.33%|
|16||HIW||highwoods pptys inc||3.34%|
|17||HPP||hudson pac pptys inc com||3.34%|
|18||KRC||kilroy rlty corp||3.33%|
|19||LPT||liberty ppty tr sh ben int||3.34%|
|20||MNR||monmouth real estate invt corp cl a||3.34%|
|21||OFC||corporate office pptys tr sh ben int||3.34%|
|22||PDM||piedmont office realty tr inc com cl a||3.33%|
|23||PGRE||paramount group inc com||3.33%|
|25||PSB||ps business pks inc calif||3.34%|
|26||REXR||rexford indl rlty inc com||3.33%|
|27||SIR||select income reit com sh ben int||3.33%|
|28||SLG||sl green rlty corp||3.34%|
|29||STAG||stag indl inc com||3.33%|
|30||TRNO||terreno rlty corp com||3.33%|
There are generally between 20 and 30 securities but the number may vary over time based upon the REITs for the Industrial/Office industry.
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.