Real Estate Investment Solutions

Benefit form owning trophy real estate assets that generate high-levels of tax-efficient income across the globe

Investment Focus

Industrial REITs

Increasing e-commerce demand and inventory onshoring is driving rent growth for warehouse and logistics properties

Multi-Family REITs

Low supply and record levels of immigration are driving higher demand for affordable apartments and condos

Retail REITs

Long-term value creation opportunities from re-development of urban footprints in major cities

Specialized REITs

High-demand for tower and data center space as the digital economy continues its 5G expansion and cloud migration

Healthcare REITs

Life science labs and offices benefit from medical innovation and senior living facilities rents are supported by aging demographics

Overview

Category:
Sector Equity
# of Holdings:
35 - 45
Earliest Fund Inception :
2011
Management Style:
Active
Real Estate Lead:
Dean Orrico

Strategy Description

Middlefield’s real estate strategies offer an attractive mix of income and growth and provide access to well-diversified portfolios of high quality global real estate companies. Middlefield’s leading real estate equity funds have a long-term and proven track record. The Funds are actively managed, low-cost and provide tax-efficient monthly distributions to investors.

Strategy Characteristics

Our Real Estate Solutions Aim to Deliver Superior Returns Relative to their Investment Risk

01

Active Management

02

Award Winning Funds

03

High-Yield

04

Low-Cost

05

Tax-efficient Income

06

Inflation Hedge

Invest With Us

Our funds can be bought through your brokerage account or financial advisor

Ways to Invest

Portfolio Managers

Our Real Estate Sector Specialists

Headshot of Dean Orrico
Dean Orrico
President and Chief Executive Officer
Headshot of Robert Moffat
Robert Moffat
Portfolio Manager

Frequently Asked Questions

Why should investors add Real Estate investments to their portfolios?

Real estate has strong total return potential, generates high levels of tax efficient income and it can be portfolio diversifier with a low correlation to traditional asset classes.

Why should I add Real Estate investments to my portfolio right now?

History shows real estate outperforms during inflationary periods and many publicly trade REITs are attractively valued right now.

Why buy Middlefield Real Estate solutions?

  • Middlefield’s real estate strategies offer an attractive mix of income and growth
  • They provide investors access to a well-diversified portfolio of leading global real estate companies
  • Our real estate strategies are actively managed, low-cost and deliver tax-efficient monthly distributions
combined-shape
Get in Touch

Have questions about our Real Estate solutions?

Whether you have specific fund inquiries or general questions, our team would be glad to help you.

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