Strategic Growth REIT 15


Strategic Growth REIT 15

Strategic Growth REIT 15 portfolio consists of growth-oriented REITs with above-average price appreciation potential over the long-term.

The portfolio selection primarily includes U.S. companies, but can also include foreign REITs (ADRs) that are traded on a U.S. exchange.  The portfolio is concentrated on REITs that exhibit strong and improving fundamental attributes and have shown consistency in their own fiscal outcome, high earnings quality, and potential of value-added capital appreciation.  Strategic Growth REIT 15 portfolio seeks to include REITs that have a solid history of income growth, improving debt ratios, favorable financing in place, favorable rent escalations, increasing occupancy, managements’ adherence to fiduciary duty to shareholders and exemplary stewardship.  Additionally, the portfolio may hold lesser-known REITs that have a favorable probability of long-term price appreciation.  The portfolio also takes advantages of REITs considered to be priced below their intrinsic valuation.  Investors should perform their your own due diligence or discuss the portfolio and/or individual REITs included in the portfolio before investing.  While to may chose to add your own securities to this portfolio or remove certain positions, it is designed for investors to invest in all positions in equal amounts to enhance diversification.  On a risk-basis, while the portfolio does produce income through dividends, the portfolio is 100% invested in growth-oriented REITs, is aggressively focused with a high degree of risk, and is suited for investors with a long-term time horizon.

10-Year Historical Performance* (as of March 31, 2017)

  Strategic Growth REIT 15

  S&P 500

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Return data published as of market close on 5/8/2017.


 *Past performance is not an indication of future results.  Performance calculations are based on pre-tax assumptions and do not include any applicable trading commissions or other account fees you may incur in actual trading.  Investing in any security contains certain risks.  Discuss risk factors with your advisor before investing. Performance indicated represents each individual’s stock performance over a 1-month and 12-month period and may include performance of companies before they were added to the model portfolio.  10-Year Performance chart is a back-test calculation of how the current portfolio would have performed over the past 10 years compared to the S&P 500.  You cannot invest in an index directly, such as the S&P 500.  Performance chart is for illustration purposes only and should not be construed as an investment recommendation, advice or indication of future performance.