The Fund provides an institutional real estate investment approach by blending a professionally managed portfolio of private real estate equity, real estate credit and global traded REIT Equity.

Investment Goals

Income*

Targeted annualized quarterly distribution greater than 5%

Institutional Access

Institutional private, credit and global securities real estate investments

Capital Appreciation

Growth potential through
asset appreciation

Low Correlation

Lower correlation to the
equity markets

Diversification

Multiple investments, sectors
and investment types

Liquidity**

Liquidity feature through
quarterly redemptions

Global Exposure

Access to international
and global opportunities

Professional Management

Resource Real Estate has over 20 years of investment expertise. The portfolio manager and team implement a comprehensive investment selection process that has been honed over 15 years.
Resource Real Estate professional management actively monitors the Fund’s investments to maintain the investment objectives.

There is no guarantee that the Fund will achieve its objectives, generate profits or avoid losses.

The Fund will not invest in any other funds for which the Advisor or its affiliates act as the Investment Advisor.

Target annualized distribution is measured at the Fund level and is not equal to actual returns for an investor. As portfolio and market conditions change, future distributions will vary and target annualized distribution may not be obtained in the future. A portion of our distribution has been comprised of a return of capital because certain Fund investments have included preferred and common equity investments, which may include a return of capital. Distributions are not guaranteed.

No less than 5% of the shares outstanding will be made available for quarterly redemptions. Regardless of how the Fund performs, there is no guarantee that shareholders will be able to sell all of the shares they desire in a quarterly repurchase offer.