Westwood Fund Hits 25-Year Mark with Elevated Yields from REIT Preferred Securities
Westwood Real Estate Income Fund marks its 25th anniversary, highlighting a track record since 2001 of generating elevated yields through a focus on REIT preferred securities and disciplined risk management. The fund’s portfolio spans logistics, data centers, manufactured housing and infrastructure platforms under active management by lead manager John Palmer.
1. Celebration of 25-Year Milestone
The Westwood Real Estate Income Fund reached its 25th anniversary since inception in 2001, marking a quarter-century of disciplined investing, durable income generation and successful active management of publicly traded real estate securities.
2. Focus on REIT Preferred Securities
The fund’s distinctive strategy centers on preferred securities issued by REITs, enabling consistent generation of elevated yields relative to reference rates through detailed fundamental analysis, valuation discipline and rigorous risk controls.
3. Diversified Portfolio Sectors
Under lead portfolio manager John Palmer, the fund maintains diversified exposure across logistics, data centers, manufactured housing and infrastructure platforms to balance income generation with potential long-term growth.