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Fidelity Core Real Estate Fund

·1 min
  • US only. 6 cities.
  • Want to be where millenials want to be.
  • 2 types:
    • Distribution warehouses. 2 closing next week.
    • Multi-family.
    • Minor: grocery and retail. 15% of portfolio.
    • Minor: suburban office buildings, not skyscrapers. Multi-tenant.
  • Altis will do monthly valuations. Lot of transparency.
  • 3 year lock up period.
  • 1099-DIV reporting. No need to file tax returns with any state.