ValuEngine REIT Strategy

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Real Estate Investment Trusts (REITs) are a great way for investors to get exposure to real estate without holding and managing actual properties. REITs trade like stocks and pay dividends in addition to the potential returns from trading price increases. There are several types of REITs that investors can purchase. The VE REIT portfolio selects stocks from the three equity trust industries (Retail, Residence and Other) based on the forecasted returns.

Portfolio Liquidity Requirements: Stock must have a price of over $5, over 100,000 daily trading volume, and a market cap of over 500 million. This ensures that stocks can be entered and exited easily and quickly.

Screening Criteria: Highest one month forecasted REITs are selected according to ValuEngine ( propriety research and models.  The portfolio is adjusted monthly and contains 15 positions. An equal amount of capital is allocated to each stock.

Actual Traded Performance includes trading costs and management fees already deducted.

Traded Returns*  (Inception Date 6/01/2017)

Annual Returns:
2019   22.34%
2018    -4.56%
Current Monthly Returns:
2019 December   -2.32%
2019 November   -0.4%
2019 October   2.91%
2019 September   1.43%
2019 August   2.6%
2019 July   2.02%
2019 June   -0.7%
2019 May   0.56%
2019 April   0.31%
2019 March   3.97%
2019 February   0.70%
2019 January   9.76%

*The information presented herein is for informational purposes only about ValuEngine Capital Management’s investment strategy and is not intended as a solicitation to invest. The back tested performance information presented within these materials represents back tested performance results assuming the investment program, ValuEngine REIT, was in effect from January 2002 through Present. Back-tested performance results are provided solely for informational purposes and are not to be considered as investment advice. Back-tested performance results are hypothetical, prepared with the benefit of hindsight, and have inherent limitations as to their use and relevance. For example, they ignore certain factors such as trade timing, security liquidity, and the fact that economic and market conditions in the future may differ significantly from those in the past. Traded returns presented are based on client managed account performance and are net of management fees and trading commissions. Back-tested returns are gross of fees. Past performance is no indication or guarantee of future results. Please see disclosures for additional details.