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Duff & Phelps U.S. REIT SMA

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Retail Separate Accounts Alternative Real Estate

Duff & Phelps U.S. REIT SMA

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Portfolio Overview

Investment Objective

Seeks attractive long-term returns by providing U.S. real estate securities exposure, emphasizing companies with revenues driven by recurring rental income.

Investment Philosophy

We believe the highest risk-adjusted returns are achieved with an investment approach that utilizes in-depth company research on high quality owners and operators of enduring commercial real estate. We favor companies with durable cash flows and experienced management.

Investment Partner

Duff & Phelps Investment Management Co.

Duff & Phelps Investment Management pursues specialized investment strategies with exceptional depth of resources and expertise. Since its earliest beginnings, providing research and analysis of income producing securities to Depression-era investors, the firm's attention has been set on identifying attractive opportunities through active management and fundamental research, while managing the associated risks. Today, building on a distinguished legacy, Duff & Phelps has earned a reputation as a leader in investing in Global Listed Infrastructure, Global Listed Real Estate, Clean Energy, and Diversified Real Assets.

Quality. Reliability. Specialization. Since 1932.


Learn more about Duff & Phelps Investment Management Co.

Investment Professionals

Geoffrey Dybas

Geoffrey P. Dybas, CFA

Executive Managing Director, Senior Portfolio Manager and Head of Real Estate

Industry start date: 1989
Start date as fund Portfolio Manager: 1998

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Frank Haggerty

Frank J. Haggerty, Jr., CFA

Senior Managing Director, Senior Portfolio Manager

Industry start date: 1996
Start date as fund Portfolio Manager: 2007

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Risk Considerations

Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small, medium, or large-sized companies may enhance that risk.
Real Estate: The portfolio may be negatively affected by changes in real estate values or economic conditions, credit risk and interest rate fluctuations, changes in the value of the underlying real estate and defaults by lessees and/or borrowers.
Industry/Sector Concentration: A portfolio that focuses its investments in a particular industry or sector will be more sensitive to conditions that affect that industry or sector than a non-concentrated portfolio.
Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war or military conflict, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio's manager(s) to invest its assets as intended.