Virtus expands its ETF lineup with a differentiated, multi-asset real estate strategy focused on income and risk management
Virtus Investment Partners, Inc. (NYSE:VRTS) has expanded its offerings of distinctive, actively managed exchange-traded funds with the introduction of the Virtus Duff & Phelps Real Estate Income ETF (NYSE:DPRE), managed by Duff & Phelps Investment Management Co. ("Duff & Phelps"). The newly launched fund is the 25th ETF offered through Virtus' multi-manager ETF platform, Virtus ETF Solutions.
The Virtus Duff & Phelps Real Estate Income ETF seeks to provide a high level of current income, with capital appreciation as a secondary goal, by investing in an opportunistically balanced portfolio of high-quality equity REITs (60%–80%) and investment-grade, real estate-focused debt and preferred securities (20%–40%). This multi-asset approach is designed to deliver above-average yield potential while mitigating volatility compared with an all-equity REIT portfolio.
The new fund leverages Duff & Phelps' longstanding expertise in listed real estate. Founded in 1932, Duff & Phelps is a specialized real assets manager with a deep history of active security selection across equity and fixed income real estate markets. The firm employs a bottom-up investment process that emphasizes fundamental research, intrinsic value analysis, and disciplined portfolio construction.
"In a category dominated by passive products, we believe a multi-asset, actively managed approach can provide meaningful benefits to investors seeking income and risk-adjusted returns," said Frank J. Haggerty, Jr., CFA, senior managing director and senior portfolio manager at Duff & Phelps. "The flexibility to allocate across equity REITs and real estate-focused fixed income allows us to manage volatility while pursuing attractive yield opportunities."
"We are pleased to feature the real estate sector pedigree of Duff & Phelps in our growing roster of thoughtfully constructed, income-oriented ETFs," said William J. Smalley, executive managing director, Virtus ETF Solutions. "This addition complements our ETF lineup by offering investors access to a differentiated real estate strategy designed to simultaneously address two key investor concerns today, income and volatility, within a tax-efficient ETF wrapper."
About Duff & Phelps Management Co.
Duff & Phelps Investment Management Co. is a boutique investment manager that specializes in listed real asset strategies for institutional and individual clients. The firm seeks to provide specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions, utilizing a process with values that include quality, reliability, and specialization. Investment strategies include U.S. and global real estate securities, global listed infrastructure, energy infrastructure, water, and clean energy.
About Virtus ETF Solutions
Virtus ETF Solutions is a multi-manager ETF sponsor that offers actively managed and index-based investment capabilities across multiple asset classes, seeking to deliver a family of complementary ETFs that provide investors access to differentiated investment capabilities from select managers.
About Virtus Investment Partners, Inc.
Virtus Investment Partners (NYSE:VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment products and services from our investment managers, each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at virtus.com.
Risk Considerations
Exchange-Traded Funds (ETFs): The value of an ETF may be more volatile than the underlying portfolio of securities it is designed to track. The costs to the portfolio of owning shares of an ETF may exceed the cost of investing directly in the underlying securities. Issuer Risk: The portfolio will be affected by factors specific to the issuers of securities and other instruments in which the portfolio invests, including actual or perceived changes in the financial condition or business prospects of such issuers. Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small, medium, or large-sized companies may enhance that risk. Non-Diversified: The portfolio is not diversified and may be more susceptible to factors negatively impacting its holdings to the extent the portfolio invests more of its assets in the securities of fewer issuers than would a diversified portfolio. Market Price/NAV: At the time of purchase and/ or sale, an investor's shares may have a market price that is above or below the fund's NAV, which may increase the investor's risk of loss. Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war or military conflict, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio's manager(s) to invest its assets as intended. Prospectus: For additional information on risks, please see the fund's prospectus.
Please consider the Fund's objectives, risks, charges, and expenses before investing. Contact us at 1.888.383.0553 or visit virtus.com for a prospectus, which contains this and other information about the Fund. Read the prospectus carefully before investing.
Not FDIC Insured. May Lose Value. Not Bank Guaranteed.
ETFs distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.
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