Online Stock Broker Presents: REIT and Real Estate Mutual Funds Profile – Delaware Pooled Real Estate Inv Tr II

Services for Real Estate Pros with Inheritance Capital Group, LLC

As you consider your real estate mutual fund and REIT investments, it is important to take a closer look at many of the offerings out there. This article will focus on Delaware Pooled Real Estate Inv Tr II (DPRTX).


Fund Profile


Delaware Pooled Real Estate Inv Tr II holds 3.2 million dollars in assets that are focused in the real estate service and manufacturing industries. Within the fun are 42 stock holdings.


Fund Performance and Ratings


Delaware Pooled Real Estate Inv Tr II currently has a 4-star rating as an investment with an above average expected return and a below average investing risk.


Where Does it Invest?


Delaware Pooled Real Estate Inv Tr II focuses the majority of its investments in real estate related services with a small amount in real estate manufacturing. 96.25 percent of the portfolio is invested in financial services, 2.39 percent in manufacturing and less than one percent each in real estate related business services and consumer services.


Who's in Charge?


Babak Zenouzi manages Delaware Pooled Real Estate Inv Tr II. He is in charge of the REIT group at Delaware Investments and leads a number of their funds. Zenouzi has two decades in the financial arena initially with Delaware Investments in the 90s. In 1999 he left Delaware and worked with Chartwell Investment Partners for seven years before returning to Delaware in 2006. He is also a member of the National Association of Real Estate Investment Trusts.


How does it Choose Investments?


Delaware Pooled Real Estate Inv Tr II fund looks for a well-blended portfolio. When weighed together their holdings are mainly in middle to large markets with some smaller items tossed in. Additionally, it looks for a balance of value and growth stocks, or those that show characteristics of both.


What's in the Portfolio?


Among the offerings in the Delaware Pooled Real Estate Inv Tr II portfolio are Simon Property Group Inc, Vornado Realty Trust, Boston Properties, Inc., Equity Residential, Public Storage, Kimco Realty Corporation, HCP, Inc., ProLogis Trust, Macerich Company and AvalonBay Communities Inc.


Adding to Your Portfolio


Before adding any real estate mutual fund or REIT to your portfolio, you need to make sure you know what you are getting into.


Remember, you are putting your money on the line and you want to make sure you put it in a wise place. Do your research before buying in to any REIT or real estate mutual fund.


Thankfully finding the information you need to be educated enough to make a wise decision is not too difficult.  Simply go to and you can enjoy one stop research and shopping. is the first and only online brokerage that specializes in REITs and real estate mutual funds. That kind of focus means you will easily have access to all the information you need relating to REITs and real estate mutual funds at your fingertips to make wise investment decisions. Once you decide on the REITs and real estate mutual funds to buy you will be able to make the purchase and monitor your portfolio in the same place.

This article was written by Earl E. Bird, III, spokes person for the, a website designed to educate investors on REIT buying and investing in Real Estate Mutual Funds.  Whether you are a savvy investment guru or a new investor looking for guidance, has everything you need to be successful.  Visit for more information.



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