2024-06-07 03:12:04 ET
Summary
- JPMorgan Realty Income Fund is an actively managed fund of REITs.
- The fund is currently overweight data centers and apartments, sectors with strong macro tailwinds.
- With interest rates remaining stubbornly high, investors in real estate should select differentiated managers like JPRE instead of buying index funds.
To be honest, I am quite impressed with JPMorgan as an asset manager. Having reviewed several JPMorgan products in the past few months, including the JPMorgan Hedged Equity Laddered Overlay ETF ( HELO ) and the JPMorgan Equity Premium Income ETF ( JEPI ), I find JPMorgan tends to manage funds that are best-in-class in their respective fields....
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For further details see:
JPRE: Not All Real Estate Is The Same