Chilton REIT Forecast for 2025 | pursue alpha

Houston-based investment advisor Chilton Capital Management’s REIT team is led by co-portfolio managers Bruce Garrison, CFA, and Matt Werner, CFA. Mr. Garrison has more than 40 years of experience analyzing public REITs on both the buy and sell sides. Mr. Werner joined the Chilton REIT team in 2009 as Mr. Werner. Joined Garrison. The REIT team’s strategy seeks to invest in publicly traded real estate investment trusts (REITs) and real estate-related companies primarily based in North America. The REIT team believes that public REITs are excellent vehicles for real estate investment due to their liquidity, transparency, and total return characteristics. Investing in public securities enhances the REIT team’s ability to diversify by geography, sector, strategy, property and tenant while maintaining portfolio liquidity. REIT property types include apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/cell towers, and various healthcare-related facilities. The REIT team focuses on traditional security analysis methods. It is primarily the depth of research, critical thinking and analysis that is essential to the investment process. The REIT team’s investment approach seeks to combine real estate industry experience with traditional security selection methods to make sound investment decisions in real estate companies. The Chilton REIT team manages separately managed accounts (SMAs) for high net worth individuals and institutions. Additionally, the REIT team is a sub-advisor to West Loop Realty Fund (tickers: REIIX, REIAX, and REICX), an open-end investment firm. You should carefully consider the West Loop Realty Fund’s investment objectives, risks, charges, and expenses before investing. This and other information is contained in the prospectus and summary prospectus, copies of which may be obtained by calling 800-207-7108. Please read the fund prospectus or summary prospectus carefully before investing. The Fund may not be suitable for all investors. Please consult with an appropriate financial professional before considering investing in the Fund. Liberty Street Advisors, Inc. is the fund’s advisor. The fund is part of the Liberty Street Fund family within a series of investment manager series trusts. These funds are distributed by Foreside Fund Services, LLC. Chilton Capital Management, LLC is an independently owned and operated company founded in 1996. Chilton provides investment advisory services for registered investment companies, individual clients, family offices, endowments, foundations, retirement plans and trusts. For more information about Chilton Capital Management’s REIT team, visit www.chiltoncapital.com/reit/ or email info@chiltoncapital.com. Additional information about Chilton Capital Management LLC can also be found on the Securities and Exchange Commission’s website at www.adviserinfo.sec.gov. Chilton Capital Management LLC’s searchable IARD/CRD number is 104592.