REIT Increase Follow Up #researchtrades

As a follow up to this morning’s meeting, I have attached the presentation for internal use only. Additionally, I have included two write ups from Cohen and Steers that are helpful in shaping the argument for REITs and why it make sense to invest now.

Also, below is a snapshot of the sector allocation relative to a diversified U.S. REIT index as well as a list of the top ten holdings in the fund.