Ranked by holdings overlap blended with size, leverage, yield and fee profile within the same asset class.
Issuers are matched on normalised name (~10% measured error each way), so crowding and overlap figures are floors. How this is measured →
| Lightstone Value Plus REIT V, Inc. profile-based only, no holdings overlap | 83% similarƒ |
| Rreef Property Trust, Inc. profile-based only, no holdings overlap | 80% similarƒ |
| Cohen & Steers Income Opportunities REIT, Inc. profile-based only, no holdings overlap | 74% similarƒ |
| New Mountain Net Lease Trust profile-based only, no holdings overlap | 73% similarƒ |
| Lightstone Value Plus REIT I, Inc. profile-based only, no holdings overlap | 73% similarƒ |
15 metrics reported by this fund.