Vert Global Sustainable Real Estate ETF (VGSR)

Overview

The fund is a distinctive investment vehicle that primarily targets sustainable real estate investments. It operates as an actively managed Exchange-Traded Fund (ETF), which sets its sights on offering investors comprehensive exposure to a diverse portfolio of real estate companies rooted in sustainability principles. This encompasses entities across the spectrum of both U.S. and international markets. Its investment strategy is uniquely designed to include companies involved in the management and ownership of income-generating real estate properties or those engaged in real estate-related financing. The fund places a significant emphasis on investing in Real Estate Investment Trusts (REITs) as well as in comparable entities. These entities are typically likened to REITs based on their tax treatment or the regulatory requirements governing their operational activities, making them attractive investment options for those seeking exposure to the real estate sector.

Products and Services

The fund provides a strategic access point to sustainable real estate investments through several distinct avenues:

• Sustainable Real Estate Companies: It focuses on investing in companies globally that are recognized for their commitment to sustainability within the real estate sector. These companies engage in owning, developing, and managing properties in a manner that adheres to high standards of environmental stewardship, social responsibility, and governance (ESG) practices.
• Real Estate Investment Trusts (REITs): A significant portion of the portfolio is allocated to REITs. These trusts own or finance income-producing real estate across various sectors. The fund selects REITs that demonstrate a robust sustainability profile, aiming to generate steady income streams for investors while also capitalizing on the growth potential of green buildings and eco-friendly property development and management.
• Pooled Investment Vehicles: The fund also invests in pooled investment vehicles, such as mutual funds or other ETFs, that focus on sustainable real estate investments. This layer of diversification helps spread risk and allows investors to tap into a wider array of real estate opportunities, including those in niche sectors or emerging markets.
• Real Estate-related Loans and Companies: Beyond direct property ownership and REITs, the fund seeks opportunities in companies that provide financing to the real estate sector or that manage portfolios of real estate-related loans. This includes firms that focus on mortgage-backed securities, construction loans, and other forms of financing that are essential for sustainable property development and investment.