Easterly Global Real Estate Fund - Institutional Class (JARIX)

Overview

The company operates in the financial sector with a focus on investments in real estate and real estate-related sectors. Its investment strategy is concentrated on allocating a significant portion of its assets towards securities and investments tied directly or indirectly to the real estate industry. This includes a broad spectrum of real estate and real estate-related issuers, alongside leveraging derivatives and other financial instruments that mimic the economic behaviors of such securities. Committed to diversifying its investment portfolio geographically, the fund ensures that a substantial share of its investments is spread across a minimum of three different countries, primarily outside its domestic market. This international diversification strategy is aimed at mitigating risks and maximizing the return on investments by tapping into the growth potential of real estate markets globally.

Products and Services

The company offers a diverse range of investment products and services designed to provide investors with exposure to the real estate sector across various markets. These include:

• Real Estate Securities Investment: A core service involves investing directly in securities issued by real estate companies, including stocks, bonds, and other financial instruments. This service aims to leverage the growth and income potential of the global real estate market.
• Real Estate-Related Investments: Beyond traditional real estate securities, the firm also focuses on investments in entities or projects closely related to real estate. This encompasses companies supplying materials, technology, and services crucial to the real estate industry, allowing investors to benefit from the broader real estate ecosystem.
• Derivatives and Economic Instruments: To enhance returns and manage risk, the fund utilizes derivatives and other financial instruments designed to replicate the economic characteristics of real estate securities. This strategic approach provides diversified exposure to the real estate market while often carrying lower levels of risk.
• International Real Estate Investment: Reflecting its commitment to diversification, the fund dedicates a significant portion of its assets to investments in real estate markets across at least three foreign countries. This strategy aims to capitalize on the unique opportunities and potential for higher growth rates in international real estate markets.