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The Sustainable Finance Podcast with Paul Ellis

the sustainable finance podcast with Paul Ellis

Interview with Sam Adams, CEO Paul Ellis speaks with Sam about the Vert Sustainable Real Estate Fund. Listen to Sam describe why Vert launched the Global Sustainable Real Estate Fund and how Vert defines sustainability in real estate. Sam also gives some detailed examples of companies and buildings that are taking advantage of the opportunities […]

Vert article featured in Green Money Journal July/August 2019 issue.

green money article

Vert’s recent article The Case for Investing in Sustainable Buildings outlines the triple bottom line in real estate. The article includes examples of real estate companies that are turning climate change risks into innovative economic opportunities. Read Article on Green Money

Vert article featured in Green Money Journal July 8, 2020 issue.

green money article

Vert’s recent article Renewable Energy in Real Estate: Data Centers Lead the Way explains society’s insatiable need for data is generating enormous demands for energy. Though, renewable energy can reduce our data’s carbon footprint. Read Article on Green Money

Vert Article Featured in Green Money Journal July 1, 2021 Issue

green money article

Article The Second Wave of Sustainability is Health and Wellbeing. July 2021 Vert’s recent article The Second Wave of Sustainability is Health and Wellbeing describes how REITs are making buildings healthier to retain and attract tenants in the wake of COVID. Read Article on Green Money

REITs Responding to COVID

REITs Responding to COVID Download Report Focusing on Tenants, Employees, and Communities The Vert Global Sustainable Real Estate Fund invests in real estate investment trusts (REITs) that we have determined are committed to sustainability. We engage with the fund holdings throughout the year; we want companies to know that we are investors who are concerned about […]

TheIMPACT Show on FINTECH.TV

TheIMPACT Show on FINTECH.TV https://vimeo.com/488771237 Sam Adams speaks with ThIMPACT about real estate investing in this new era of increasing climate risk. Sam covers: Real Estate’s surprisingly large impact on people and planet. Climate risk and how to measure it. How to protect buildings and communities. Encouraging companies to do better through effective engagement.

How does the diversity, equity, and inclusion show up in real estate?

How does the diversity, equity, and inclusion show up in real estate? https://vimeo.com/643747369 Gary Pivo, Professor at University of Arizona, talks about board composition and the overall success of REITs. Diversity, equity and inclusion shows up in real estate development drawing a fine line between urban revitalization and fair housing practices.

The Vert Global Sustainable Real Estate Strategy operated as mutual fund from October 31, 2017 and prior to the fund reorganization on December 4, 2023. The investment objectives have not changed.

Investing involves risk. Principal loss is possible. Investors should be aware of the risks involved with investing in a fund concentrating in REITs and real estate securities, such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments. Investments in foreign securities involve political, economic and currency risks, greater volatility and differences in accounting methods. A REIT’s share price may decline because of adverse developments affecting the real estate industry. REITs may be subject to special tax rules and may not qualify for favorable federal tax treatment which could have adverse tax consequences. The Fund’s focus on sustainability may limit the number of investment opportunities available to the fund and at time the fund may under perform funds that are not subject to similar investment considerations. Diversification does not assure a profit or protect against loss in a declining market.

Please refer to the prospectus for important information about the investment company including investment objectives, risks, charges and expenses which must be considered carefully before investing. You may also obtain a hardcopy of the prospectus by calling 1-844-740-VERT. Read it carefully before investing.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Performance is annualized for periods greater than 1 year. For performance current to the most recent month end please call 1-844-740-VERT. Standardized performance of the Fund is viewable under the Information tab. Click here for standardized performance of the Fund.

Fund holdings and/or sectors are subject to change at any time and are not recommendations to buy or sell any security. Current and future holdings are subject to change. Click here for the Fund’s current top ten holdings.

Basis points are otherwise known as bps or “bips,” are a unit of measure used in finance to describe the percentage change in the value of financial instruments or the rate change in an index.

The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

Environmental, social, and governance (ESG) criteria refer to activities that contribute to the business that not quantified in typical financial reporting.

The Vert Global Sustainable Real Estate ETF is distributed by Quasar Distributors, LLC.

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