O'Shaughnessy REIT

Separately Managed Accounts (SMAs) are investment services provided by O’Shaughnessy Asset Management, LLC (OSAM), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by OSAM. Management is implemented by OSAM, or, in the case of certain programs, the program sponsor or its designee.

Professional money management may not be suitable for all investors. Factual information relating to the securities discussed was obtained from sources believed to be reliable, but there can be no guarantee as to its accuracy. It should not be assumed that investments made in the future will be profitable or will equal the performance of the securities discussed in the material.

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Franklin Templeton (FT) is not undertaking to provide impartial advice. Nothing herein is intended to provide fiduciary advice. FT has a financial interest.

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Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges. 

The FTSE Nareit All Equity REITs Index includes all tax-qualified US equity REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property.
Source: FTSE. "FTSE" is a trademark of the London Stock Exchange Group companies, "NAREIT" is a trademark of the National Association of Real Estate Investment Trusts ("NAREIT), and both are used by FTSE International Limited ("FTSE) under license.