top of page

REGAL-FIG

The Real Estate Sector contains all REITs, with the exception of Mortgage REITs, (which remain in the Financial sector). Additionally, the sector includes Real Estate Management and Development services.

Sub-Sectors:

  • Hotels, Restaurants, & Leisure

  • Equity Real Estate Investment Trusts

  • Real Estate Management & Development

 

The Financial Sector contains companies involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, real estate investment trusts (REITs), as well as companies engaged in real estate management & development.

Sub-Sectors:

  • Banks

  • Capital Markets

  • Consumer Finance

  • Diversified Financial Services

  • Insurance

  • Mortgage REITs

  • Thrifts & Mortgage Finance

Portfolio Managers

Petrulis Ben.jpg
Ben Petrulis
Lead Analyst
Douglas Lulu.jpg
Lulu Douglas
Associate Analyst
DSC01664.jpg
Jake Kimmel
Associate Analyst

Current Holdings

Copy of walker.png
1.LGI HOMES LOGO.png
Copy of 1200px-VIRTU_Financial_Logo.svg.
download hilton.png

Realized Investments

Copy of realogy-holdings-corp-logo-vecto
Copy of lindblad.png
bottom of page