The U.S. real estate industry earnings are expected to grow 42% in the next five years. Demand for commercial real estate is expected to increase as the global economy continues to recover from the Covid-19 impact.
These are the details investors interested in purchasing shares of ReelShares Commercial Real Estate Fund should know.
The fund’s investment area and return target
The ReelShares Commercial Real Estate Fund seeks to build a diversified portfolio of private and public commercial real estate equity and debt securities. It seeks to put 60% – 90% of its portfolio in private commercial real estate securities and 40% – 10% in public commercial real estate securities.
The fund aims to deliver an annual return of 18.7%.
ReelShares Commercial Real Estate Fund share class
The fund offers different share classes for individual and institutional investors. It has two share types for individual investors: Investor A and Investor C.
Initial investment minimums and maximums
The fund’s both individual investor share types require a minimum initial investment of $1,000. The maximum investment in individual investor accounts is capped at $1,000,000.
The minimum initial investment for the institutional account ranges $0 – $1,000,000. The applicable investment minimum depends on whether the investor purchased the shares directly from ReelShares or through a financial intermediary. There is no upper investment limit on institutional accounts.
ReelShares Commercial Real Estate Fund investor fees
The fund charges an annual fee on investor accounts. The fee is calculated as a percentage of the account value.
The individual investor A class shares attract a fee of 1.10%, and the C class shares attract a fee of 1.77%. The institutional account attracts a fee of 0.73%.
You may purchase shares of the ReelShares Commercial Real Estate Fund directly from Reel Shares or through a financial intermediary. The shares can be traded on the NYSE.
To purchase shares of the fund directly from ReelShares, register on ReelShare website or call the number 212-804-7742.