Breaking News
Get 40% Off 0
⌛ Did you miss ProPicks’ 13% gains in May? Subscribe now & catch June’s top AI-picked stocks early. Unlock Stocks
Close

Delaware Real Estate Securities Fund Class I (IREIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
15.19 -0.06    -0.39%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Ivy Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 35.8M
Ivy Real Estate Securities I 15.19 -0.06 -0.39%

Delaware Real Estate Securities Fund Class I Overview

 
On this page you'll find an in-depth profile of Delaware Real Estate Securities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IREIX among other information.
Category

Real Estate

Total Assets

35.8M

Expenses

0.95%

Inception Date

39174

Investment Strategy

The investment seeks to provide total return through capital appreciation and current income. The fund to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. “Real estate” securities include securities offered by issuers that receive at least 50% of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.

Contact Information

Address Delaware Funds by Macquarie
Philadelphia,PA
United States
Phone -

Top Executives

Name Title Since Until
James Maydew Portfolio Manager 2022 Now
Biography James is Head of Global Listed Real Estate for Macquarie Asset Management (MAM). James joined MAM as part of an acquisition from AMP Capital. He had been Global Head of the Capability since November 2016, responsible for all aspects of the platform, including the team, portfolio, risk management, and clients. James has been investing in real estate since 2002 and specialising in global listed real estate markets since 2007. James holds a Bachelor of Science in real estate investment and finance from the University of Reading and is an accredited member of the Royal Institution of Chartered Surveyors (MRICS).
Ryan Watson - 2022 Now
Biography Ryan Watson is Head of European Listed Real Estate, based in London. He joined Macquarie Asset Management (MAM) as part of the acquisition of the AMP Capital team in March 2022. Watson commenced in the financial industry in 2008 before joining AMP Capital in 2009. He transferred to the Global Listed Real Estate team after working with the Direct Property Team for two years across capital transactions, retail asset management, and fund of fund investing. Watson holds a Bachelor of Applied Finance from Macquarie University.
Matthew Hodgkins Portfolio Manager 2022 Now
Biography Matthew Hodgkins Head of Americas Listed Real Estate, Delaware Management Company, a series of Macquarie Investment Management Business Trust Matthew Hodgkins is Head of Americas Listed Real Estate, based in Chicago. He joined Macquarie Asset Management (MAM) as part of the acquisition of the AMP Capital team in March 2022. Hodgkins commenced in the investment management industry in 2005 at ABN AMRO in London, including roles in emerging markets and global equities. Prior to joining AMP Capital in 2012, he worked at BNP Paribas Asset Management in Singapore as an Asian Property analyst. Hodgkins graduated from the University of Nottingham with a Bachelor of Arts and is an APREA certificate holder.
Jessica Koh Portfolio Manager 2022 Now
Biography Jessica Koh Head of Asia Listed Real Estate, Macquarie Funds Management Hong Kong Limited Jessica Koh is Head of Asian Listed Real Estate, based in Hong Kong. She joined Macquarie Asset Management (MAM) as part of the acquisition of the AMP Capital team in March 2022. Koh commenced in the investment management industry in 2003, working at Colonial First State Global Asset Management for four years across its listed real estate and wholesale funds management businesses.
Joshua M. Klaetsch Investment Officer 2018 2022
Biography M. Klaetsch has been an Investment Officer with Securian AM since November 2016 and has been an analyst at Securian AM since joining the firm in June 2008. Mr. Klaetsch received a BA in Economics from Luther College and an MBA in Real Estate Finance from the University of Wisconsin. He is a Chartered Financial Analyst (CFA) Charterholder
Lowell R. Bolken Vice President 2006 2022
Biography Lowell R. Bolken serves as Vice President and Portfolio Manager for Securian Asset Management, Inc. since March 2012. Mr. Bolken received a BA in Computer Science from the University of North Dakota in 1985. He earned an MBA in Real Estate and Financial Markets from Columbia University in 1989. He is a CFA charterholder and a member of the National Association of Real Estate Investment Trusts (NAREIT).
Joseph R. Betlej Vice President 1999 2022
Biography Vice President and Portfolio Manager, Securian Asset Management, Inc.since August 1996 Joe is a lead portfolio manager for Advantus’ Strategic Dividend Income strategy. Joe’s experience includes investing in public and private placement of commercial real estate equity and debt for client accounts, with an additional portfolio management focus on dividend-oriented stocks. Joe is a CFA Charterholder and a member of the CFA Institute and CFA Society of Minnesota. He is an Advisory Board member of the Applied Real Estate Securities Program at the University of Wisconsin, and also a board member of the James A. Graaskamp Center for Real Estate at the University of Wisconsin.
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

IREIX Comments

Write your thoughts about Delaware Real Estate Securities Fund Class I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email