sector   industry specific

Capitalize on a Different Asset.

Investing in real estate goes beyond the brick and mortar.

Real Estate Securities Fund

We believe there is a convincing case for investing in real estate securities since there are a variety of options that extend beyond brick and mortar. With a broader focus, the Real Estate Securities Fund includes Real Estate Investment Trusts (REITs), publicly traded real estate development companies, real estate management companies, building supply companies, timber companies, real property holdings, and other publicly-traded companies involved in real estate related activities.

The Fund generally considers a business to be a real estate company when it derives at least 50% of its revenue from real estate related activities or has at least 50% of its assets in real estate.

Consistent with the Fund’s investment objectives, certain securities will be selected for the potential for high current return while others will be chosen for their long-term capital appreciation potential. However, there are many consistent real estate securities benefits including:

  • Long-term capital appreciation potential
  • Dividend yield opportunity
  • Access to a variety of property types
  • Portfolio diversification
  • All-encompassing real estate

We believe allocating assets to real estate and real estate related securities worldwide provides a solid opportunity for investors to bring it home.

The Real Estate Securities Fund Investment Objective

The Commonwealth Real Estate Securities Fund seeks to provide long-term capital appreciation and current income. Our strategic process includes investing at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments.

The Real Estate Securities Fund invests primarily in equity securities without regard to capitalization, common and preferred stock, and securities convertible into common stock. It also invests in debt instruments of these companies.

Real Estate Investment Trusts (REITs) own and in most cases operate income-producing real estate. Some REITs also engage in financing real estate. A REIT is not taxed on income distributed to shareholders if it complies with several requirements relating to its organization, ownership, assets and income.

Risks of Investment

Learn about the principal risks of investing in the Real Estate Securities Fund, which includes market, foreign security and geographic risk.

Your View into Real Estate

The Advisor believes many investors see value in investing in real estate beyond typical bricks and mortar.

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The Commonwealth Funds are distributed by Unified Financial Securities, LLC. The Commonwealth Funds investment advisor is FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus that contains this and other information about the Fund, call 888.345.1898 or visit our website at commonwealthfunds.com. Please read the prospectus carefully before investing. The Commonwealth Funds are distributed by Unified Financial Securities, LLC.

Investing involves risk, including loss of principal. Investments in international markets present special risks, including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation, and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. There is no guarantee that this, or any, investing strategy will achieve its objectives. Diversification does not ensure a profit or guarantee against loss.

In addition to the risks described above, the Real Estate Securities Fund is subject to the following risks. Fixed income investments are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. The Real Estate Securities Fund may invest in junk bonds, which are considered speculative and have significantly higher credit risk than investment-grade bonds. In general, as prevailing interest rates rise, fixed income securities prices will fall. When the Fund invests in other investment companies and ETFs, it will indirectly bear its proportionate share of any fees and expenses payable directly by the other investment company. Therefore, the Real Estate Securities Fund will incur higher expenses, many of which will be duplicative. Investments in real-estate related securities involve special risks associated with an investment in real estate, such as limited liquidity and interest rate risk and may be more volatile than other securities. In addition, the value of real estate-related investments are sensitive to changes in real estate values, extended vacancies of properties and other environmental and economic factors. Securities of companies with small market capitalizations are often more volatile and less liquid than investments in larger companies. Investments in commodities may subject the Fund to greater volatility than investment in traditional securities. The value of derivatives may rise or fall more rapidly than other investments. For some derivatives, it is possible to lose more than the amount invested in the derivative. If the Fund uses derivatives to "hedge" the overall risk of the portfolio, it is possible that the hedge may not succeed.