REIT Momentum Rotation

This strategy focuses exclusively on a hand-picked basket of real estate investment trusts (REITs) — properties like data centers, casinos, healthcare facilities, and storage buildings that pay steady dividends and trade on the stock market. It only enters positions when the market has been showing genuine upward strength over roughly the past six months, meaning it sits on the sidelines during prolonged downturns rather than fighting against the tide. The strategy is long-only, meaning it profits when prices rise and steps aside when they fall. Each holding carries its own exit rules: some positions lock in gains automatically once they've climbed enough, while others have a safety net that closes the trade if losses get too deep. A couple of the holdings are left to run freely as long as the broader momentum stays positive. Think of it like a patient landlord who only buys when the neighborhood is clearly trending up — and knows when to sell the property before a downturn wipes out the gains. It's not trying to trade every day; it's waiting for conditions to be right and then holding on for the ride. Best suited for investors who believe in real estate as a long-term theme but want a rules-based system to manage the timing and risk, rather than holding blindly through every market storm.