Virtus Investment Partners, Inc. has expanded its offerings of distinctive, actively managed exchange-traded funds with the introduction of the Virtus Duff & Phelps Real Estate Income ETF, managed by Duff & Phelps Investment Management Co. (?Duff & Phelps?). The newly launched fund is the 25 ETF offered through Virtus?
multi-manager ETF platform, Virtus ETF Solutions. The Virtus Duff & Phelps Real Estate Income ETF seeks to provide a high level of current income, with capital appreciation as a secondary goal, by investing in an opportunistically balanced portfolio of high-quality equity REITs (60%?80%) and investment-grade, real estate-focused debt and preferred securities (20%?40%). This multi-asset approach is designed to deliver above-average yield potential while mitigating volatility compared with an all-equity REIT portfolio.
The new fund leverages Duff & Phelps? longstanding expertise in listed real estate. Founded in 1932, Duff & Phelps is a specialized real assets manager with a deep history of active security selection across equity and fixed income real estate markets.
The firm employs a bottom-up investment process that emphasizes fundamental research, intrinsic value analysis, and disciplined portfolio construction.
