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Advantages resulting form investing in an investment fund like the Real Estate Revenue and Surplus Value Investment Fund

Bringing this fund to an investment portfolio will result in the following advantages:

Diversification

Additional diversification and thus lower portfolio risk. Real estate behaves the opposite way from market interest rates. Thus, a portfolio balance between financial and real estate assets provides optimal diversification.

Support

Investments are backed by real property. Investors become joint owners of those assets to the extent of their contribution.

Yields

Yields come two ways: liquid yield (from sales and rent) and earnings from appreciation of shares resulting from real property surplus value. Investors’ dividends or yields are exempt of income tax.

Fund Information
Prospecto Fondo Inmobiliaria Renta y Plusvalía

 

 

“Ask for the investment fund prospectus prior to making your investment.”

“Authorization for public offering does not imply rating on how good shares of the investment fund are or on the soundness of the fund or its managing organization.”

 “Past yields are no guarantee of similar future yields.”

“Financial management and the risk derived from investing in that investment fund are not related to those from banking or financial organizations in its economic group, due to independent net worth.”

“Authorization to carry out a public offering does not entail any rating on how good the issue is or about the issuer’s solvency.”

“As these values are registered in the primary market abroad, neither the stock issuer nor the issue itself are under supervision from SUGEF (Superintendencia General de Valores.) Rather, they are supervised only by the regulating agency in their home market.”

“These values will be traded in the foreign market and under that market’s trading rules.”

 
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