REMS Real Estate Value-Opportunity Fund

REMS Real Estate Value-Opportunity Fund is a public real estate securities fund that pursues value investments in:

  • The common stock of publicly traded REIT companies;
  • The common stock of Real Estate Operating Companies (REOCs) or Real Estate Service Companies that are publicly traded but have not elected REIT status;
  • The preferred equity securities of publicly traded REIT companies.

During periods of positive fundamentals and yield spreads, the Fund may utilize leverage to capture attractive value-yield opportunities. The maximum leverage permitted is 33.3%.

The Fund may also take short positions in publicly traded companies in the real estate industry in an attempt to take advantage of flawed business models, security overvaluations, and to hedge against index volatility.

Important Disclosures, Please Read

Investors should consider the investment objectives, potential risks, management fees and charges and expenses carefully before investing. This and other information is contained in each Fund’s prospectus, which may be obtained by calling 1-800-673-0550. Please read and carefully consider the prospectus before investing. Distributed by First Dominion Capital Corp., Richmond, VA. Member FINRA.

Past performance does not guarantee future results. The investment return and principal value of an investment in a Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Performance data current to the most recent month end may be obtained by calling 1-800-673-0550.

The information provided is subject to change daily. It is provided for informational purposes only does not constitute an offer to sell, or the solicitation of an offer to buy any securities and must not be relied upon in connection with any investment decision.