Veda Real Estate

As of September 2 2022

Investment Objective

The Veda Real Estate Strategy seeks to provide distinctive exposure to the global real estate market by building a concentrated portfolio of income-producing properties that tangibly benefit the communities they are situated within. 

Why Invest?

  • Non-extractive exposure to a diversified portfolio of real estate.
  • Disciplined portfolio construction and security selection processes mitigate risk.
  • Intelligently diversified across industrial, residential, office, healthcare, and specialty real estate.
  • Long-term focused, low turnover strategy with significant fund manager alignment.
  • Deep commitment to regenerative investment research practices.
Key Statistics
10
Holdings
$ 5 B
Median Market Cap
3 %
Dividend Yield

Performance

  JanFebMarAprMayJunJulAugSepOctNovDecYTD
2022VRE-3.22%-7.13%8.89%-8.71%-10.66%
MSCI Real Estate-3.78%-6.88%6.06%
-5.39%-10.10%

Strategic Insights

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Invest Vegan LLC is a New York registered investment adviser that provides managed account services to individuals, institutions, and others interested in aligning their investment activities with vegan ethical principles.