Westwood Real Estate Income Fund Class A (KIFAX)

Overview

Our company specializes in managing investment funds that primarily focus on the real estate sector. With a strategic approach to investment, we dedicate a significant portion of our assets, at least 80%, to income-producing securities, including employing borrowings for investment purposes when necessary. Our investment interests lie predominantly in the real estate industry, encompassing a wide range of securities from companies operating within this sector. These entities include Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), and other firms engaged in real estate activities. By investing in these types of securities, our fund aims to generate stable income for our investors, leveraging the growth and income potential within the real estate market.

Products and Services

• Income-Producing Securities Investments

  We invest a substantial portion of our assets in income-producing securities, focusing on generating stable returns for our investors. This includes a broad selection of securities that offer regular income, such as dividends or interest payments, leveraging the growth and income potential within various industry sectors.

• Real Estate Investment Trusts (REITs)

  A significant part of our portfolio consists of investments in Real Estate Investment Trusts (REITs). REITs are companies that own, operate, or finance income-producing real estate across a range of property sectors. These investments offer our clients the opportunity to diversify their portfolio by gaining exposure to real estate assets, potentially providing both income through dividends and capital appreciation.

• Master Limited Partnerships (MLPs)

  Our fund also allocates investments in Master Limited Partnerships (MLPs), particularly those within the real estate sector. MLPs are unique investment vehicles that combine the tax benefits of a partnership with the liquidity of publicly traded securities. Investing in MLPs allows our fund to participate in the ownership and operation of real estate assets, contributing to the potential for income generation and growth within our investors' portfolios.

• Other Real Estate Firms

  In addition to REITs and MLPs, we invest in a variety of other firms engaged in the real estate industry. These can include developers, managers, and owners of real estate properties. This broad investment approach allows us to tap into diverse opportunities within the real estate market, aiming to benefit from different aspects of real estate operations and development.