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: July 20, 2018

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

	Folio	S&P 500
One Month	0.36%	1.38%
Three Month	10.37%	5.44%
Year to Date	-0.65%	5.9%
One Year	2.83%	15.5%
Three year (Annualized)	11.02%	11.89%
Five Year (Annualized)	7.73%	12.92%
Since Inception	8.92%	N/A
1 Year Volatility	12.93%	12.54%

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.

#	Symbol	Company	Weight (% of Folio)
1	ARE	alexandria real estate eq inc	4.17%
2	BDN	brandywine rlty tr sh ben int new	4.17%
3	BXP	boston properties inc	4.17%
4	CIO	city office reit inc com	4.16%
5	CLI	mack cali rlty corp	4.16%
6	CMCT	cim coml tr corporation new	4.16%
7	CUZ	cousins pptys inc	4.17%
8	CXP	columbia ppty tr inc com new	4.17%
9	DEA	easterly govt pptys inc com	4.16%
10	DEI	douglas emmett inc com	4.17%
11	EQC	equity commonwealth com sh ben int sh be	4.17%
12	ESRT	empire st rlty tr inc cl a	4.17%
13	FSP	franklin street pptys corp com	4.16%
14	GOV	government pptys income tr shs ben int	4.16%
15	HIW	highwoods pptys inc	4.17%
16	HPP	hudson pac pptys inc com	4.17%
17	KRC	kilroy rlty corp	4.17%
18	NRE	northstar realty europe corp new	4.16%
19	OFC	corporate office pptys tr sh ben int	4.17%
20	PDM	piedmont office realty tr inc com cl a	4.17%
21	PGRE	paramount group inc com	4.17%
22	SIR	select income reit com sh ben int	4.17%
23	SLG	sl green rlty corp	4.17%
24	TIER	tier reit inc com new	4.16%

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.