Backed by a staff of actual property professionals, HAUS permits buyers of all sizes to capitalize on the growth in residential actual property
NEW YORK, March 01, 2022–(BUSINESS WIRE)–Amid the continuing growth in residential actual property, Armada ETF Advisors, LLC, in partnership with Tidal ETF Providers, LLC (Tidal), launches the Residence Appreciation U.S. REIT ETF (NYSE: HAUS) as the primary energetic, pure-play U.S. residential actual property exchange-traded fund (ETF). The fund invests in publicly-traded actual property funding trusts (REITs) that derive their income from possession and/or administration of residential properties.
America is experiencing a sustained, structural housing scarcity aggravated in recent times by lack of constructing, creating quick and long-term funding alternatives in residential housing. Not like different actual property ETFs that put money into shares related to actual property, HAUS permits buyers entry to REITs, which make investments instantly in residential actual property property. REIT holdings should generate a minimum of 75% of its income from the next classes of prosperity: multifamily housing, manufactured housing, single-family rental housing, or senior housing.
“Actual property touches each investor, from younger to outdated,” says David Auerbach, Managing Director of Armada ETF Advisors, LLC. “With inflation close to report highs, an actual property allocation supplies diversification to a standard inventory/bond portfolio. Via its underlying REIT investments, HAUS affords buyers potential extra revenue advantages, together with quarterly dividend payouts and potential appreciation.”1
Armada ETF Advisors, LLC combines the experience of the portfolio administration staff with a high-profile, sector-specific Advisory Board with expertise throughout the residential housing market, publicly-traded residential REITs and ETFs. The Advisory Board will assist determine early developments, regional strengths and cycles to maximise the ETF’s core specialty.
“Actual property is private. Having a roof over your head is one thing each individual thinks and worries about,” notes Justin Goldberg, CEO of Armada ETF Advisors, LLC. “Whereas homeownership or the power to put money into particular person properties could also be out of attain for a lot of, our objective is to offer entry to actual property by way of the versatile ETF wrapper.”
Toroso Investments, LLC serves because the fund’s advisor and Armanda ETF Advisors, LLC as its sub-advisor. For extra info on Armada ETF Advisors, LLC and HAUS, go to: http://armadaetfs.com/
1 The Fund intends to pay quarterly dividends, however they don’t seem to be assured.
About Armada ETF Advisors, LLC
At Armada ETF Advisors, we consider that actual property is private. Each particular person – throughout all ages and socioeconomic ranges – touches actual property. Whereas possession or the power to put money into property could also be out of attain for a lot of, our objective is to offer broad entry to the actual property asset class. We put money into publicly traded actual property funding trusts, or REITs, which themselves make investments in income-producing actual property. By packaging REITs in an exchange-traded fund (ETF), we offer diversified actual property publicity through a liquid, tax-efficient and easy-to-access car. Study extra about what makes Armada ETF Advisors completely different here.
About Tidal ETF Providers
Fashioned by ETF trade pioneers and thought leaders, Tidal ETF Providers, LLC units out to thoughtfully disrupt the way in which ETFs have traditionally been developed, launched, marketed, and offered. With a deal with serving to ETF issuers, Tidal affords a complete suite of providers, proprietary instruments, and methodologies designed to carry lasting concepts to market. We’re advocates for ETF innovation on a mission to assist issuers effectively and successfully launch their ETFs and optimize their development potential in a extremely aggressive house. Study extra at tidaletfservices.com.
IMPORTANT INFORMATION
Traders ought to take into account the funding targets, dangers, fees, and bills fastidiously earlier than investing. For a prospectus or abstract prospectus with this and different details about the Fund, please name (800) 693-8288 or go to our web site at www.armadaetfs.com. Learn the prospectus or abstract prospectus fastidiously earlier than investing.
Investments contain threat. Principal loss is feasible. Not like mutual funds, ETFs might commerce at a premium or low cost to their web asset worth. Brokerage commissions might apply and would cut back returns. The fund is new and has restricted working historical past to evaluate.
Fund Dangers: The Fund is assessed as a non-diversified funding firm. The Fund might make investments a higher portion of its property within the securities of a single issuer or a smaller variety of issuers than if it was a diversified fund. To the extent that the Fund invests in different funds, a shareholder will bear two layers of asset-based bills, which may cut back returns in comparison with a direct funding within the underlying funds.
Via its investments in REITs, the Fund is topic to the dangers of investing in the actual property market, together with decreases in property revenues, will increase in rates of interest, will increase in property taxes and working bills, authorized and regulatory adjustments, a scarcity of credit score or capital, defaults by debtors or tenants, environmental issues, and pure disasters. The Fund might put money into derivatives, which are sometimes extra unstable than different investments and will enlarge the Fund’s positive factors or losses.
The Fund might put money into debt securities that are topic to the dangers of an issuer’s incapability to fulfill its obligations below the safety; failure of an issuer or borrower to pay principal and curiosity when due; and rate of interest adjustments have an effect on the costs of fastened revenue securities. As well as, a rise in prevailing rates of interest sometimes causes the worth of current fastened revenue securities to fall and sometimes has a higher affect on longer length and/or increased high quality fastened revenue securities.
Not like typical exchange-traded funds, there are not any indexes that the Funds try to trace or replicate. Thus, the power of the Funds to realize its targets will rely on the effectiveness of the portfolio supervisor. Generally, ETFs will be tax environment friendly. ETFs are topic to capital positive factors tax and taxation of dividend revenue. Nevertheless, ETFs are structured in such a way that taxes are usually minimized for the holder of the ETF. An ETF supervisor accommodates funding inflows and outflows by creating or redeeming “creation items,” that are baskets of property. Consequently, the investor normally shouldn’t be uncovered to capital positive factors on any particular person safety within the underlying portfolio. Nevertheless, capital positive factors tax could also be incurred by the investor after the ETF is offered.
Funding Goal: The Residence Appreciation U.S. REIT ETF (the “Fund”) seeks complete return.
Distributed by Foreside Fund Providers, LLC.
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Contacts
MEDIA
Gregory FCA for Armada ETFs
Caitlyn Foster
armadaetfs@gregoryfca.com
484-798-7730