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You Can Align...

...your desire for income with your investment decisions. Our income strategies are built for today's investment environment.

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Resource AlternativeInvestment Solutions

Is the Traditional Portfolio Enough?

Investors may need to expand their options beyond expensive stocks and bonds struggling to generate attractive yields.

Stocks are Expensive

Current CAPE Ratio*

A CAPE Ratio above 15 historically signals potential market difficulty.*

Rates are Falling

Current 10-Year Treasury*

%

10-Year Treasuries still sit at historic lows following another Fed rate cut.*

Investment Solutions

Income + Capital Preservation
Resource Credit Income Fund

Quarterly Fund Distribution*

6.48%

3-year Total Return, pa**

8.51%

More +
Income + Diversification
Resource Real Estate Diversified Income Fund

Quarterly Fund Distribution***

5.64%

3-year Total Return, pa****

7.54%

More +

Closed Investments

Resource Real Estate Opportunity REIT, Inc. Learn More +
Resource Real Estate Opportunity REIT II, Inc. Learn More +
Resource Apartment REIT III Learn More +
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*

Data as of 9/30/19. Annualized distribution shown is for Class A shares. To calculate the annualized distribution, the Fund’s management will take the income received from the Fund’s portfolio, subtract expenses and divide the result by the total number of shares the Fund’s investors own. The annualized distribution represents a single distribution from the Fund and does not represent the total returns of the Fund. Distributions include a return of capital and are not guaranteed.

**

Three-year annualized performance is measured from 9/30/19-9/30/19. Performance data quoted represents past performance, which does not guarantee future results and investment returns and principal value of the Fund will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted above. For performance information current to the most recent month-end, please call toll-free (866) 773-4120 or visit www.ResourceAlts.com. Performance information is reported net of the Fund’s fees and expenses, but does not include the Fund’s maximum sales charge of 5.75% for Class A shares. Performance would have been lower if the maximum sales load had been reflected above. Class A gross expenses are 4.40% and net expenses are 4.08%. Net fees are based on a contractual fee waiver and reimbursement agreement by the Adviser to waive its fees and absorb ordinary annual operating expenses of the Fund to the extent they exceed 2.59% per annum of daily net assets of Class A through at least January 31, 2021.

***

Data as of 9/30/19. Annualized distribution shown is for Class A shares. To calculate the annualized distribution, the Fund’s management will take the income received from the Fund’s portfolio, subtract expenses and divide the result by the total number of shares the Fund’s investors own. The annualized distribution represents a single distribution from the Fund and does not represent the total returns of the Fund. Distributions include a return of capital and are not guaranteed.

****

Three-year annualized performance is measured from 9/30/16-9/30/19. Performance data quoted represents past performance, which does not guarantee future results and investment returns and principal value of the Fund will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted above. For performance information current to the most recent month-end, please call toll-free (866) 773-4120 or visit www.ResourceAlts.com. Performance information is reported net of the Fund’s fees and expenses, but does not include the Fund’s maximum sales charge of 5.75% for Class A shares. Performance would have been lower if the maximum sales loans had been reflected above. Class A gross expenses are 2.97% and net expenses are 2.76%. Net fees are based on a contractual fee waiver and reimbursement agreement by the Adviser to waive its management fees and absorb the ordinary operating expenses of the Fund to the extent they exceed 1.99% per annum of daily net assets of Class A through at least January 31, 2021.

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Terms of Use
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Resource is the marketing name for Resource Real Estate, LLC, Resource Alternative Advisor, LLC, and their affiliates. Resource may distribute certain products through Resource Securities LLC, a wholly owned broker/dealer, Member FINRA/SIPC

 

The information contained herein does not constitute an offer to sell or a solicitation to purchase securities. Such offers or solicitations can only be made by means of a prospectus. Prior to making any investment decision, you should read the applicable prospectus carefully and consider the risks, charges, expenses and other important information described therein. The value of your investments may decline, and you could lose some or all of your investment. To obtain a prospectus containing this and other information, please call (866) 773-4120 or download the file from www.ResourceAlts.com. Read the prospectus carefully before you invest.

 

Resource has two interval funds that are distributed by ALPS Distributors, Inc. (ALPS Distributors, Inc. 1290 Broadway, Suite 1100, Denver, CO 80203). Resource Alternative Advisor, LLC, Resource Real Estate, LLC, their affiliates, and ALPS Distributors, Inc. are not affiliated.

 

Performance data quoted represents past performance. Past performance is no guarantee of future results and investment returns and principal value of the Fund will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted above. For performance information current to the most recent month-end, please call toll-free (866) 773-4120 or visit www.ResourceAlts.com.

 

All statements and information other than statements of historical fact included on this website regarding strategy, future operations, financial position, estimated revenues, projected costs, prospects, plans and objectives of management are forward-looking statements. When used on this website, the words “could,” “believe,” “anticipate,” “intend,” “estimate,” “expect,” “project” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. You should not place undue influence on these forward-looking statements. Although we believe that our plans, intentions and expectations reflected in or suggested by the forward-looking statements we make on this website are reasonable, we can give no assurance that these plans, intentions or expectations will be achieved because of the number of risks and uncertainties, many of which are beyond our control, including but not limited to uncertainties concerning the properties being operated and sold or refinanced, leverage and meeting debt service obligations, operating properties in different locations throughout the U.S., general, market or business conditions and changes in laws or regulations. These cautionary statements qualify all forward-looking statements attributable to us or persons acting on our behalf. To check the background of Resource Securities LLC or any registered individual, please go to FINRA’s BrokerCheck.