Confirming there are benefits when active management is applied in the real estate sector, the ALPS Active REIT ETF (REIT) is up more than 13% year-to-date and is beating the largest passive ETF in the category by about 500 basis points since the start of the year.
Every storage REIT bull is pointing at Public Storage (NYSE:PSA | PSA Price Prediction), the $53 billion mega-cap that just printed a Q1 Core FFO of $4.22 and announced a $10.5 billion all-stock takeover of National Storage Affiliates.
Real estate investment trust (REIT) distributions do not qualify for preferential dividend tax rates.
| CXA Exchange | US Country |
The fund described focuses on investment in the real estate sector, primarily through Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs) in the United States. It aims to achieve its investment objective by allocating at least 80% of its net assets in publicly traded equity securities of REITs. This approach emphasizes exposure in the real estate market through investments in publicly traded common and preferred equity securities. Operating with a non-diversified status, the fund seeks to capitalize on the potential growth and income generation from its focused investments within the real estate industry.
The fund offers investment opportunities primarily in: