Real Estate

Property Income Fund

A managed basket of real estate investment trusts — property market exposure and income, without buying or managing property directly.

Target Return
5.6%/yr

Risk Level

Moderate

Minimum Investment

$15,000

Benchmark

FTSE Nareit All Equity REITs Index

Strategy overview

The Property Income Fund holds a diversified mix of publicly traded REITs across residential, commercial, and industrial property, structured for both income and long-term appreciation.

Direct real estate investing at institutional scale offers diversification across property types and geographies that's hard for an individual investor to replicate on their own. This fund delivers that same diversification without requiring you to buy, finance, or manage a single property.

Built for the account in between

Buying investment property directly requires far more capital and hands-on management than most mid-size investors want to take on. Institutional real estate funds solve this with scale and diversification, but are closed to individual investors. This fund offers that same diversified property exposure starting at $15,000.

Portfolio allocation

Residential REITs35%

Commercial REITs40%

Industrial & Logistics REITs25%

Fund Facts

Minimum investment$15,000

Management fee0.25% flat

Performance feeNone

Lock-up periodNone

RebalancingQuarterly

CustodianSIPC insured

Who this fund fits

Investors seeking income and diversification through real estate without the capital or management burden of owning property directly.

Fund-specific questions

Do I own property directly?+

No. You own shares in a fund that holds publicly traded REITs, which themselves own and operate real estate assets.

How is income distributed?+

REIT dividend income is distributed quarterly, or reinvested automatically if you choose.

Is this fund exposed to a single property market?+

No. Holdings are diversified across property types and multiple geographic markets to reduce concentration risk.