Tipping Point: The New Diversified Portfolio Needs REITs

Core Insights - Chilton Capital Management's REIT Team is led by experienced co-portfolio managers Bruce Garrison and Matt Werner, focusing on publicly traded real estate investment trusts (REITs) and related entities primarily in North America [1] - The REIT Team believes that public REITs offer superior investment vehicles due to their liquidity, transparency, and total return characteristics, allowing for diversified investments across various geographies, sectors, and property types [1] - The investment strategy combines real estate industry experience with traditional security analysis methods, emphasizing research and analytical depth to make informed investment decisions [1] Company Overview - Chilton Capital Management is an independently owned firm established in 1996, providing investment advisory services to a range of clients including registered investment companies, private clients, family offices, endowments, foundations, retirement plans, and trusts [1] - The REIT Team manages Separately Managed Accounts (SMAs) for high net worth individuals and institutions, and serves as a sub-advisor for the West Loop Realty Fund [1] Investment Focus - The REIT Team's investment focus includes various property types such as apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/cell towers, and healthcare-related facilities [1] - The investment approach aims to leverage both real estate expertise and traditional security selection methods to optimize investment outcomes in real estate companies [1]