The REIT Staff of Chilton Capital Administration, a Houston-based funding adviser, is headed by co-portfolio managers Bruce Garrison, CFA, and Matt Werner, CFA. Mr. Garrison has over 40 years of expertise analyzing public REITs each on the buy-side and the sell-side. Mr. Werner joined Mr. Garrison on the Chilton REIT Staff in 2009. The REIT Staff’s technique primarily pursues investments in publicly traded actual property funding trusts (REITs) and actual property associated entities primarily based primarily in North America. The REIT Staff believes public REITs are superior automobiles for investing in actual property as a result of their liquidity, transparency, and whole return traits. Investing in public securities enhances the REIT Staff’s means to diversify by geography, sector, technique, property, and tenant whereas sustaining portfolio liquidity. REIT property sorts embody flats, regional malls, procuring facilities, lodging, workplace, industrial, self-storage, information facilities/cell towers, and quite a lot of well being care associated services. The REIT Staff focuses on conventional strategies of safety evaluation; primarily analysis, important thought and analytical depth, that are integral to their funding course of. The REIT Staff’s funding strategy seeks to mix its actual property business expertise with conventional strategies of safety choice to make sound funding selections in actual property firms. The Chilton REIT Staff manages Individually Managed Accounts (SMAs) for top internet price people and establishments. Moreover, the REIT Staff is the sub-advisor for an open-end funding firm, the West Loop Realty Fund (tickers: REIIX, REIAX, and REICX). Earlier than investing one ought to fastidiously think about the West Loop Realty Fund’s funding goals, dangers, expenses and bills. This and different info is within the prospectus and abstract prospectus, a replica of which can be obtained by calling 800-207-7108. Please learn the Fund’s prospectus or abstract prospectus fastidiously earlier than investing. The Fund might not be appropriate for all traders. We encourage you to seek the advice of with acceptable monetary professionals earlier than contemplating an funding within the Fund. Liberty Road Advisors, Inc. is the advisor to the Fund. The Fund is a part of the Liberty Road household of funds throughout the sequence of Funding Managers Collection Belief. The Fund is Distributed by Foreside Fund Companies, LLC. Chilton Capital Administration, LLC is an independently owned and operated agency fashioned in 1996. Chilton supplies funding advisory providers for registered funding firms, personal purchasers, household places of work, endowments, foundations, retirement plans and trusts. For extra details about Chilton Capital Administration’s REIT Staff, please go to www.chiltoncapital.com/reit/ or e-mail [email protected]. Further details about Chilton Capital Administration LLC can be accessible on the US Securities and Change Fee’s web site at www.adviserinfo.sec.gov. The searchable IARD/CRD quantity for Chilton Capital Administration LLC is 104592.
