|
The inclusion of real estate as a component of an investment portfolio's asset allocation and access to real estate investment expertise to meet the allocation need is no longer the sole realm of the institutional investor. Individual investors, either independently or through their financial professional, can also access Adelante's investment capabilities in a number of ways. Mutual Fund For those individuals interested in an open-end mutual fund that focuses on publicly traded real estate securities, please follow this link to a section of this website dedicated to our no-load fund. Investors can invest in our mutual fund either directly from Adelante or through various mutual fund supermarket platforms. Separately Managed Accounts Individuals and financial professionals can also access two of Adelante's real estate security strategies through a number of separately managed account program sponsors. Total Return Strategy The firm's flagship strategy dating to 1995 and accounting for more than 60% of the firm's assets under management is a concentrated strategy typically consisting of 25-35 securities. The objective of the strategy is high current income and long term capital growth by investing in a concentrated portfolio of companies which are undervalued relative to the underlying real estate value. Charles Schwab Concord Equity Group Deutsche Bank Alex Brown Genworth Financial KeyBank Thomas Weisel Partners LLC Core Plus Strategy The firm's most diversified strategy typically consists of 35-60 securities. The objective of the strategy is high current returns and long-term capital growth by investing primarily in securities of publicly traded real estate securities. The portfolio management committee utilizes a fundamental analysis to construct a diversified portfolio. Charles Schwab Genworth Financial Other Opportunities There are also opportunities for certain qualified investors to access additional investment strategies offered by Adelante including:
Please contact us for further information regarding these opportunities. |