REAL ESTATE Overview

Real Estate Management Services Llc is an investment advisor that manages 987.8 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 591MM in positions, representing 60% of the manager's regulatory AUM.

REAL ESTATE StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

REAL ESTATE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CLNY 6.81% Financials 14.26% -0.28% 1 3%
LPT 6.22% Financials -1.59% -1.09% 1 8%
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FEATURED IN
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REAL ESTATE Founders and Key Employees

Name Title In Position Since
Edward W. Turville Managing Member March-2002
John E. Webster President; Member May-2002
John S. Whitaker Member May-2002
Michael H. Shelly Member May-2002
Jon D. Dreith Senior Vice President And Member May-2002
Joan E. Beckner Chief Compliance Officer October-2010

REAL ESTATE Brokers, Custodians, Auditors and Administrators

Type Company

REAL ESTATE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

Methods of Analysis
The following are different methods of analysis that REMS Group may use when providing Clients with investment advice:

Fundamental Analysis. Fundamental analysis is a technique that attempts to determine a security’s value by focusing on underlying factors that affect a company's actual business and its future prospects. The term refers to the analysis of the economic well-being of a financial entity as opposed to only its price movements.

Macroeconomic Analysis. Macroeconomic analysis includes the evaluation of real estate supply, demand and the external factors that impact those such as potential changes in interest rates that could impact security price movements.

Technical Analysis. Technical analysis is a technique that relies on the assumption that current market data (such as charts of price, volume, and open interest) can help predict future market ...
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REAL ESTATE Portfolio Concentration

REAL ESTATE Location

1100 FIFTH AVENUE SOUTH, SUITE 305
NAPLES, Florida
UNITED STATES, 34102-6407

REAL ESTATE Contact Information

Phone Number: 239-262-3017
Fax Number: 239-263-4572
Website:

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