Real Income

For investors seeking high current yield and a non-correlated asset, examining the benefits of a managed diversified portfolio of publicly traded REIT s may be attractive.

REITs do respond negativity to interest rate increases however due to their ability to raise rent along the way in their underlying real estate portfolio, they have the ability to catch up with current income levels mid term, unlike Bonds.

The NAMCOA Real Income portfolio, is a separately managed account which consists of publicly traded REIT and other dividend paying securities.

Professionally managed, it features a low management fee, and because it is build around a client, has inherent tax efficiency due to its low turnover.

Distributions can be paid monthly or reinvested.  The portfolio is co-managed by Walter Hester and Chris Lundy, of Naples Asset Management Company. LLC.  

Please contact LaToya Maddox for more information.