Tim and Jeff interview Miguel Rios, a product specialist and
research strategist with Blue Rock about the Total Income and Real
Estate Fund.
Takeaways
The fund is set up for income and capitol appreciation. In its
ten year history, the fund has paid a quarterly dividend averaging
5.25% annual interest
It primarily invests in real estate of all kinds, commercial
and residential
The main differences between this fund and typical mutual funds
concern the amount of illiquid securities it can invest in – 95% as
opposed to 15% in a typical mutual fund – and also features regular
intervals for liquidity, as opposed to the daily liquidity found in
regular mutual funds
About the Podcast
Financial Advisors and Retirement specialists Tim Kulhanek and Jeff Gove dive into various retirement topics concerning your retirement.