folco real estate

a diversified portfolio of quality real estate stocks offering consistent high income

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

consistently high income and long-term growth

liquidity

daily

characteristics

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portfolio Manager(s)

Francois Olivier

François-Olivier Laplante

Partner & Portfolio Manager, REITs Folco strategies

availability

minimum investment

fundserv code

seg account

$100 K

n.a.

fund

$1,000

Class F: LDM007
Class I: LDM037

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