SEVN - Buy Land They're Not Making Any More

• "Buy Land, They're Not Making More of It." We've developed the "Landowner Portfolio" - a new custom strategy designed to capture the benefits and investment characteristics of land ownership.
• The strategy targets exposure to publicly-traded companies that own or control significant acreage of land across North America, diversified across regions and across distinct productive uses.
• This portfolio is comprised of 18 companies that collectively own or control over 50 million acres of land across the United States - larger than the entire landmass of New England.
• Core holdings include Timber REITs, Farmland REITs, Ground Lease REITs, Triple Net Lease REITs, and substantially land-owning companies across the homebuilding, land development, agriculture, mining, and energy sectors.
• Designed to "isolate" the benefits of land ownership, the portfolio has significant inflation-hedging characteristics, low correlations to stocks and bonds, and a healthy dividend yield of 2.4% with an evident "quality" tilt.

For further details see: