LDR Real Estate Value Opportunity Fund - P Class (HLPPX)

Overview

This entity represents an investment fund primarily focused on the real estate sector. It commits at least 80% of its net assets, along with any borrowed funds, to equity securities within companies that are significantly involved in the real estate industry. This involvement can pertain to various aspects such as ownership, construction, financing, management, or the sale of both commercial and residential real estate. The fund employs a clear criteria for investment, targeting companies that generate half of their revenue from real estate activities or possess at least half of their assets in real estate ventures. Through this strategy, it seeks to provide investors with exposure to the real estate market, leveraging the potential for capital growth and income generation associated with real estate investments.

Products and Services

• Equity Securities Investment

  The fund invests in equity securities of companies deeply involved in the real estate industry. This includes entities that engage in activities like property ownership, construction, management, and the sale of real estate assets. By focusing on equity investments, the fund aims to tap into the growth potential of these companies, leveraging the dynamic nature of the real estate market for potential returns.

• Real Estate Related Investments

  Beyond direct equity in real estate companies, the fund extends its investment horizon to real estate related investments. These can cover a wide range of assets associated with the real estate industry, including, but not limited to, mortgage-backed securities, Real Estate Investment Trusts (REITs), and other financial instruments tied to property and land. This diversification strategy is designed to mitigate risks and enhance the potential for financial gains by spreading investments across different segments of the real estate sector.