DOWNLOAD THE HIP SUSTAINABLE REAL ESTATE OVERVIEW (in PDF format)
THE HIP SUSTAINABLE REAL ESTATE PORTFOLIO (sm)
The HIP Sustainable Real Estate Portfolio selects from a universe of approximately 200 Real Estate Investment Trusts (REITs), and also includes natural resources, forestry, and timber companies, as categorized by Morningstar.
This real estate portfolio is scored for sustainability, including results from LEED-certified properties, which can generate savings from consuming less water and reducing energy usage.
Properties pursing sustainability approaches tend to realize higher rents and lower turnover from tenants. Some tenants even experience higher productivity and attendance, along with fewer health problems for staff.
We have created this HIP Sustainable Real Estate portfolio of 45 securities designed to yield about 4% annually. Investors may find this portfolio useful for the goals of diversification, income generation and higher sustainability.
NEW HIP SUSTAINABLE REAL ESTATE TOP 10
(rankings revised as of Dec. 31, 2011)
Rank. Company (security ticker), HIP Rating
1. Weyerhaeuser (WY) 42.2
2. ProLogis (PLD) 35.2
3. UDR Inc. (UDR) 22.7
4. Plum Creek Timber (PCL) 21.4
5. Rayonier (RYN) 18.6
6. Host Hotels & Resorts (HST) 18.4
7. Ventas (VTR) 17.2
8. Regency Centers (REG) 15.5
9. Liberty Property Trust (LRY) 15.4
10. Simon Property Group (SPG) 15.2
The HIP Sustainable Real Estate Portfolio is a separately managed account designed and managed by HIP Investor Inc. to institutional and individual investors and wealth advisers.
Also, it is available on the FOLIOfn’s Model Manager Exchange and Charles Schwab Institutional ‘s Advisory Marketplace.
In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for institutions, individuals, families, and foundations seeking to increase their “HIP” Score and portfolio performance.
HIP helps investment advisers and wealth managers serve their clients’ life and financial goals – and build a better world – through information, portfolios and education services.
*** CONTACT HIP: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***
Disclosure and Assumptions: The HIP Sustainable Real Estate Portfolio results represent the results of the actual index since inception by means of the application of a model, assuming a $1,000,000 beginning portfolio. Client results may differ depending on the size of account, timing of trading and reinvestment of dividends. There are inherent limitations of showing composite portfolio performance based on model results. Unlike actual client-performance records (which can vary by client), model results cannot accurately reflect the effect of material economic or market factors on the price of the securities, and therefore, results may be over or under-stated due to the impact of these factors. Since model results do not represent actual client-specific trading and may not accurately reflect the impact of material economic and market factors, it is unknown what effect these factors might have had on HIP’s decision making if HIP Investor were actually reporting client portfolios. During the period for which model results are shown, securities of U.S. companies have generally been rising, and the model returns are partly a function of this market environment. If this environment were to change materially, the model results portrayed by HIP would, in all likelihood, reflect results different from those portrayed.
The results include reinvested dividends or interest, and results are net-of-fees as a client would have paid to HIP on a quarterly basis in advance for advisory fees and brokerage costs. During the period for which model results are shown, HIP has maintained the same investment strategies and advisory services as those that HIP offers to clients. There is potential for loss as well as for profits. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities in the portfolio. The S&P index is shown as a general market indicator and is not available for direct investment. Tax consequences have not been considered. Investments are managed by HIP Investor Inc as the investment adviser via separately managed accounts at FOLIOfn or at Charles Schwab Institutional. This is not an offer of securities.
Past performance is not indicative of future results.
*** CONTACT HIP: Email at Services@HIPinvestor.com, or ring 415 902 7741. ***