The REIT Workforce of Chilton Capital Administration, a Houston-based funding adviser, is headed by co-portfolio managers Bruce Garrison, CFA, and Matt Werner, CFA. Mr. Garrison has over 40 years of expertise analyzing public REITs each on the buy-side and the sell-side. Mr. Werner joined Mr. Garrison on the Chilton REIT Workforce in 2009. The REIT Workforce’s technique primarily pursues investments in publicly traded actual property funding trusts (REITs) and actual property associated entities based mostly primarily in North America. The REIT Workforce believes public REITs are superior automobiles for investing in actual property attributable to their liquidity, transparency, and complete return traits. Investing in public securities enhances the REIT Workforce’s skill to diversify by geography, sector, technique, property, and tenant whereas sustaining portfolio liquidity. REIT property varieties embrace residences, regional malls, procuring facilities, lodging, workplace, industrial, self-storage, information facilities/cell towers, and a wide range of well being care associated amenities. The REIT Workforce focuses on conventional strategies of safety evaluation; primarily analysis, important thought and analytical depth, that are integral to their funding course of. The REIT Workforce’s funding strategy seeks to mix its actual property business expertise with conventional strategies of safety choice to make sound funding choices in actual property corporations. The Chilton REIT Workforce manages Individually Managed Accounts (SMAs) for prime internet value people and establishments. Moreover, the REIT Workforce is the sub-advisor for an open-end funding firm, the West Loop Realty Fund (tickers: REIIX, REIAX, and REICX). Earlier than investing one ought to rigorously contemplate the West Loop Realty Fund’s funding goals, dangers, expenses and bills. This and different data is within the prospectus and abstract prospectus, a replica of which can be obtained by calling 800-207-7108. Please learn the Fund’s prospectus or abstract prospectus rigorously earlier than investing. The Fund is probably not appropriate for all buyers. We encourage you to seek the advice of with applicable monetary professionals earlier than contemplating an funding within the Fund. Liberty Avenue Advisors, Inc. is the advisor to the Fund. The Fund is a part of the Liberty Avenue household of funds inside the sequence of Funding Managers Collection Belief. The Fund is Distributed by Foreside Fund Companies, LLC. Chilton Capital Administration, LLC is an independently owned and operated agency fashioned in 1996. Chilton offers funding advisory companies for registered funding corporations, non-public purchasers, household workplaces, endowments, foundations, retirement plans and trusts. For extra details about Chilton Capital Administration’s REIT Workforce, please go to www.chiltoncapital.com/reit/ or e-mail data@chiltoncapital.com. Further details about Chilton Capital Administration LLC can be obtainable on the USA Securities and Trade Fee’s web site at www.adviserinfo.sec.gov. The searchable IARD/CRD quantity for Chilton Capital Administration LLC is 104592.
