Real Estate Income and Growth

Real Estate Income & Growth

The Real Estate Income & Growth strategy is a fully invested portfolio of publicly traded companies engaged in the real estate industry. The portfolio’s primary objective is current income with a focus on capital appreciation.

Most investments are in Real Estate Investment Trusts (REITs), which are companies representing ownership in actively managed income-producing commercial real estate properties.

Portfolio Managers

Edward “JR” Humphreys II, CFA, CAIA
Dave Gilreath, CFP®

Inception Date


Real Estate Income & Growth SMA Strategy Highlights

Real Estate Income & Growth Portfolio Construction