RESI

Strategic Residential & Apartment Real Estate Index

Why Exposure to this Index

The residential and apartment ("multifamily") industry is undergoing a seismic change. Strategic Investments has established a new classification system to help investors capture the true exposure to the entire residential industry that specializes in apartment buildings, single-family home rentals, student housing, and/or manufactured homes.

INDEX DETAILS

Index Name
Strategic Residential & Apartment Real Estate Index
Index Calculator
Moorgate Benchmarks Ltd
Weighting Method
Modified Market Cap
Rebalance
Quarterly
Weighted Avg Market Cap
-

Documents

Index Fact Sheet
Download
Index Methodology
Download

Index Overview

The Strategic Residential & Apartment Real Estate Index seeks to provide total return by tracking a passively managed, concentrated portfolio of companies in the residential & apartment (“multifamily”) management and operational services industries.

  • Designed to capture the entire Residential & Apartment (“multifamily”) industry.
  • Targets companies in the US and developed markets that specialize in:
    • Apartment Buildings: Includes companies that own and operate apartment buildings.
    • Single-Family Rental Homes: Includes companies whose activities are focused on single-family rental homes.
    • Student Housing: Includes companies that own and operate real estate with a focus on leasing to students.
    • Manufactured Homes: Includes companies that focus on the manufactured home segment. This includes companies operating mobile home or RV parks.
  • Companies are initially identified by industry and sector and are then further reviewed based on operations related to residential & apartment (“multifamily”) activities.
  • The index is composed of the 25 or so largest eligible companies using float adjusted capitalization, and the largest companies make up a greater percentage of the overall portfolio.
Invest Now

It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. Strategic Investments does not sponsor, endorse, sell, promote or manage any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. Strategic Investments licenses its indices to third parties for the creation of investment funds or other vehicles, such as exchange-traded funds (ETFs), exchange-traded notes (ETNs), institutional asset mandates, and structured notes.

The information contained does not reflect the performance of any fund or account managed or serviced by Strategic Investments, and there is no guarantee that investors will experience the type of performance reflected above. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any market forecast made in this commentary will be realized. The mention of specific securities is not a recommendation or solicitation for any person to buy, sell or hold any particular security and should not be relied upon as investment advice. The views and opinions in the preceding commentary are as of the date of publication and are subject to change without notice. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, is not intended to predict or depict performance of any investment and does not constitute a recommendation or an offer for a particular security. We consider the information in this presentation to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of suitability for investment.