Real-Estate Funds
What Are These?
Real-estate investment funds are collective investment vehicles to invest in real estate.
In addition to participating in the real-estate market without requiring a large amount of assets, these funds allow customers to take part in a diversified investment portfolio, thus lowering the risk levels resulting from investing in financial instruments and derived from evolving interest rates.
Advantages from investing in an instrument like the Income and Surplus Real-Estate Fund
Diversification
Increased diversification leading to lower portfolio risk. Real-estate behaves just the opposite from interest rates in the market. Thus, a balanced portfolio containing financial and real-estate assets is optimally diversified.
Support
The investment is supported by real assets; the investors become co – owners of those assets in proportion to their investment.
Returns
The returns are generated by the rent and sale of the properties (liquid returns) and by the increase in the value of those properties (surplus). The returns or dividends of this fund are income tax free.
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