BSR Real Estate Investment Trust

Frequently Asked Questions About BSRTF

What does BSRTF invest in?

BSR Real Estate Investment Trust engages in the acquisition and owning of multifamily properties. Its objective is to provide unit holders an opportunity to invest in multifamily real estate properties, provide cash distributions, and maximize long-term unit value. The company was founded on January 9, 2018 and is headquartered in Little Rock, AR.

What is the expense ratio of BSRTF?

An expense ratio for BSR Real Estate Investment Trust (BSRTF) is not available from our data sources. Neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is BSRTF?

BSR Real Estate Investment Trust (BSRTF) manages $364.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BSRTF actively managed or an index fund?

BSRTF is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds in exchange for the discretion to over- or under-weight positions.

When was BSRTF launched?

BSR Real Estate Investment Trust (BSRTF) launched in July 2018 and is managed by the fund issuer.

How has BSRTF performed?

BSRTF's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.