REITs
Orca Real Estate Income (REIT)
Income from logistics, residential and healthcare property.
Distribution yield
5.8%
Properties (look-through)
1,200+
Distribution
Monthly
Liquidity
Monthly, limits apply
Overview
A portfolio of listed and non-traded real estate investment trusts focused on income-producing property sectors with long leases and growing rents.
Key facts
- Distribution yield
- 5.8%
- Properties (look-through)
- 1,200+
- Distribution
- Monthly
- Liquidity
- Monthly, limits apply
- Minimum
- $5,000
Growth of $10,000
Sample figures for illustration only.
Allocation
Sample figures for illustration only.
- Industrial & logistics35%
- Residential30%
- Healthcare20%
- Data centers15%
Fees
Management fee
1.00%
Performance fee
None
Key risks
- Property value declines
- Interest rate sensitivity
- Liquidity limits on non-traded REITs
Documents
Fact sheetOn request
ProspectusOn request
Annual reportOn request