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Lunch & Learn with Jason Van Dusen of Bluerock

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701 North Brand Blvd.

Suite 550

Glendale, CA 91203

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Lunch & Learn with Jason Van Dusen of Bluerock

Why Total Income Investment Fund may be right for your investment portfolio.

There are many investments that can generate income, including dividend-paying stocks, individual bonds, CDs, and annuities, among others. Here, we will focus on what's involved in building a diversified portfolio that includes the Total Income Real Estate Fund.

FUND FACTS:

PERFORMANCE: TI+ Fund: Up over 7% while 90% of Other Asset Classes Experienced Negative Returns in 2018. TI+ Fund generated 7%+ total return with less than 1/20th of the volatility of major equity indexes.

OBJECTIVE: ▪ Generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets

STRATEGY: ▪ Invest in a strategic combination of global ‘best in class’ institutional private real estate investment funds and public real estate securities using a comprehensive multi-strategy, multi-manager, and multi-sector approach

STRUCTURE: ▪ A 1940 Act, continuously offered, non-diversified, closed-end interval fund.

PORTFOLIO PLACEMENT: ▪ Core real estate allocation

Ortiz Advisors is committed to providing Complimentary Educational learning opportunities that help investors make sound decisions about their investment portfolio and financial future. We invite you to join us for our next Lunch & Learn event(s) featuring Jason Van Dusen of Bluerock who will make the case for Institutional Private Equity Real Estate and why the Total Income Real Estate Fund may be right for your investment portfolio.

Attend solo or bring guest(s). Lunch will be provided and parking will be validated.

*Historical results do not guarentee future success.

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701 North Brand Blvd.

Suite 550

Glendale, CA 91203

View Map

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