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Altegris Launches Real Estate Fund

LA JOLLA, CA-The new mutual fund seeks to deliver higher risk-adjusted returns than traditional long-only real estate strategies.

By Natalie Dolce | Updated on February 20, 2014

LA JOLLA, CA-Altegris has launched the Altegris/AACA Real Estate Long Short Fund. The Fund seeks to deliver higher risk-adjusted returns than traditional long-only real estate strategies, while also potentially providing an inflation hedge and a durable stream of income.

The Fund’s sub-adviser, American Assets Investment Management LLC utilizes a long/short real estate strategy focused on investing in equity securities of real estate investment trusts and real estate companies in sectors where tenants are not inclined to move. These situations manifest themselves when sectors have few participants, tenants have high demand drivers for their businesses, high entry barriers exist for new owners and developers and tenants have high barriers to exit, says the firm.

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