Real Return

Investment Strategy > Real Return
Fund Name
Advisor
Fund Type
Sub-Advised
Approach
Manager Structure
Inception
Mutual Fund
No
Active
Single Manager
03/08/2010
Mutual Fund
Yes
Active
Single Manager
05/12/2010
ETF
No
Replication
Single Manager
10/27/2009
Mutual Fund
Yes
Active
Single Manager
02/01/2011
Mutual Fund
Yes
Active
Single Manager
08/01/2011
Mutual Fund
No
Active
Single Manager
12/19/2012
Mutual Fund
No
Active
Single Manager
06/28/2002
Mutual Fund
Yes
Active
Multi-Manager
04/23/2014

News

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direct real estate lending money360

Podcast: Generating Yield With Direct Real Estate Lending

In this episode of Strategic Investor Radio, Money360 founder and CEO Evan Gentry joins host Charley Wright for a discussion on direct real estate lending.

Legg Mason Launches Total Return Focused Real Estate Fund

Legg Mason Launches Total Return Focused Real Estate Fund

The ClearBridge Real Estate Opportunities Fund launched early last month as a result of a merger with an existing closed-end fund. The new fund is managed by Legg Mason and sub-advised by its wholly owned subsidiaries ClearBridge and Western Asset Management Company.

ryan wright fig tree ventures

Oil, Gas and Real Estate Investing With Ryan Wright

In this episode of Strategic Investor Radio, host Charley Wright interviews Ryan Wright, the founder and CEO of Fig Tree Capital Ventures. Dallas-based Fig Tree is focused on direct investments in oil, gas, and real estate.

Research

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HEK Primer on Real Assets- One Size Does Not Fit All

HEK Primer on Real Assets: One Size Does Not Fit All

Real assets are characterized by the fact that they are tangible assets, and are typically thought of as the building blocks of a productive society…. [read more]

Videos

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John West Research Affiliates

Video: John West on Considering Real Assets For a Portfolio

Research Affiliates’ John West discusses the shortcomings of traditional “60/40” portfolios, which he says are 98% correlated to the S&P 500.

Video: Investors Need to Look Beyond Traditional Markets

Purpose Investment’s Som Seif shares a message regarding interest rates that pertains to all investors.

Forget Gold: The Case for REITs

This quick video discusses why REITs are better as an inflation hedge than gold, and notes some of key benefits of REITs, which include: Payment… [read more]

Commentary

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IndexIQ: June 2013 Hedge Fund Replication Index Performance

IndexIQ announced the June 2013 performance for its range of hedge fund replication indexes. The firm, which recently passed the $1 billion mark in assets… [read more]