folco L/S REITS+

a diversified portfolio of high-quality and liquid real estate investment trusts and short exposure to weaker companies

objective

Provide exposure to a diversified portfolio of high-quality real estate stocks.

types of investment

  • Canadian real estate investment trusts (REITs)

key characteristics

  • persistent income streams through monthly distributions
  • tax efficiency of distributions
  • long-term capital gains potential

specific attributes

  • undervaluation possibility of Canadian REITs versus private real estate
  • opportunity for tactical changes in asset allocation

asset class

listed real estate

reason to invest

high return potential and inflation hedge

liquidity

daily

characteristics

Folco REITs_LS_ENG_mandate
Folco REITs_LS_ENG_Obligations durables court terme bonifiées - FR
Folco REITs_LS_ENG_risk
Folco REITs_LS_ENG_geography
Folco REITs_LS_ENG_leverage
Folco REITs_LS_ENG_minimum investment

portfolio Manager(s)

Francois Olivier

François-Olivier Laplante

Partner & Portfolio Manager, REITs Folco strategies

availability

minimum investment

seg account

$20 K

Are you ready to invest? Contact us to discuss your options.

alternatif

alternative

maximize your decorrelated absolute return

actions

equities

combine growth and capital protection