More Alternative Investment Strategies

September 15, 2022

Tim and Jeff interview Miguel Rios, a product specialist and research strategist with Blue Rock about the Total Income and Real Estate Fund.

Takeaways

  • The fund is set up for income and capitol appreciation. In its ten year history, the fund has paid a quarterly dividend averaging 5.25% annual interest
  • It primarily invests in real estate of all kinds, commercial and residential
  • The main differences between this fund and typical mutual funds concern the amount of illiquid securities it can invest in – 95% as opposed to 15% in a typical mutual fund – and also features regular intervals for liquidity, as opposed to the daily liquidity found in regular mutual funds

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