Thanks Dax! A fun hobby if nothing else. And yes, WELL is currently #9 based on the 6 overlapping funds. One of the 6th funds is RLTY from Cohen & Steers. I knew I wanted a real estate fund since most dividend growth ETFs exclude REITs (my favorite sector!) Cohen & Steers is my go to for real estate market insights and they actively manage RLTY which is one of their newer closed end funds!
Love this initiative. I look forward to more details!
I noticed $WELL in the portfolio as the REIT pick.
Thanks Dax! A fun hobby if nothing else. And yes, WELL is currently #9 based on the 6 overlapping funds. One of the 6th funds is RLTY from Cohen & Steers. I knew I wanted a real estate fund since most dividend growth ETFs exclude REITs (my favorite sector!) Cohen & Steers is my go to for real estate market insights and they actively manage RLTY which is one of their newer closed end funds!
An income portfolio without REITs is not a complete income portfolio! Thanks for keeping it real (estate)!