Benchmark Investments
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SRVR Index – 5G & Cloud Infrastructure
SRVR is the sophisticated backbone of data centers, wireless towers, and fiber optic networks that moves the economy’s critical data and analytics. SRVR represents the foundational infrastructure for the intelligence revolution, superseding the Computing and Industrial Revolutions before it. Cloud computing, 5G, and other ‘themes’ are not even close to encompassing what SRVR represents.
Index Dividend Yield: 3.00% (as of 6/30/19)
INDS Index – eCommerce & Logistics Infrastructure
INDS is the best way to capitalize on the growth of e-Commerce, cannabis, and cold storage. The insatiable demand to receive packages in a day or less has led to an era of ‘last mile’ revolution. It’s an arms race for space. Our constituents own and manage best-in-class warehouse/distribution facilities.
Index Dividend Yield: 3.23% (as of 6/30/19)
RTL Index – Retail Renaissance
RTL provides critical exposure to the best and most well-located shopping centers that retailers need to grow their ‘omni-channel’ and ‘click-and-collect’ sales. The storefront is the gateway to the consumer with commercial real estate serving as an ideal medium for connecting with established shoppers and attracting new ones.
Index Dividend Yield: 5.22% (as of 6/30/19)
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SRVR Index is the Undisputed Way to Position for 5G & Cloud
SRVR Index’s premier position as the way to play 5G is exemplified by the 2019 year-to-date returns of 26.73% through May 17, 2019 (Source: Bloomberg).
Foundation for 5G
SRVR constituents – cell tower, data centers, and fiber optic networks – play a vital role globally in enabling greater connectivity between people, things, and infrastructure. As new generations of technology , including 5G, are expected to help facilitate the increasing proliferation of the “internet of things” (IoT) , the SRVR index is the way to play the foundation of technology.
Infrastructure vs. Software, Hardware, Carriers
SRVR Index is recognizing revenues now for the buildout of the 5G as SRVR constituents are mission-critical infrastructure assets. The first quarter of earnings demonstrated that carriers, semiconductors, software and hardware companies have significant expenditures and are not recognizing meaningful revenues from 5G. The earnings results ended up taking down a 5G communications index more than 10% while the SRVR index was up over 4% leading to an outperformance of 14% in less than a month.
INDS Index is the Undisputed Way to Invest in E-Commerce
INDS Index’s premier position as the way to play the e-Commerce effect is exemplified by it’s returns during the holiday shopping season of 20.58% through May 17, 2019 (Source: Bloomberg).
Engines of eCommerce
INDS constituents are leaders in providing high-quality, productivity-enhancing, best-in-class warehouse/distribution facilities for eCommerce, Cold Storage, and Cannabis warehousing. The insatiable e-commerce demand to receive packages in a day or less has led to an era of ‘last mile’ revolution. It’s an arms race for space.
Logistics and Distribution Centers vs. Online Retailers
INDS Index has demonstrated that the way to play the growth of eCommerce, which is set to double over the next ten years, is through the distribution centers and logistics facilities. Amazon, and other eCommerce players, have announced that they will invest in their warehouses to reach their target populations in a day or less.
The first quarter of earnings results had INDS up 4.61% while the EBIZ index was -2.47% leading to INDS total outperformance of over 7%
Benchmark Investments Index Performance
Benchmark Investments SCTR℠ Indexes provide the asset class diversification of real estate and infrastructure, with the liquidity of stock and access to the sectors of choice.
Thought Leadership
Benchmark Investment’s thought leadership regularly appears in leading financial TV, print and electronic media outlets, including Reuters, Bloomberg, Wall Street Journal, Barron’s, Fox News, Fox Business News and CNBC.
Bloomberg TV: Positioning Tech Portfolios with EQIX
Benchmark Investments' Kevin Kelly discusses the recent volatility in markets and his strategy for Equinix Inc. He speaks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close." (Source: Bloomberg)
Bloomberg TV: Positioning for 5G with Crown Castle
Benchmark Investments' Kevin Kelly discusses the performance of financial markets and his strategy for 5G by positioning with Crown Castle. He joins Luke Kawa on Bloomberg TV.
Bloomberg TV: Industrial E-Mini Futures Are Headed Lower
On this edition of "Charting Futures," Benchmark Investments' Kevin Kelly examines industrial stocks and how he is playing the trade war. He speaks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close."
Fox Business: Retail & Data Center Real Estate Opportunities
Pacer ETFs President Sean O'Hara joined Kevin Kelly from Benchmark and Maria Bartiromo on the "Mornings with Maria" panel to discuss the opportunities in retail and data center real estate. The discussion focuses on how retail real estate (RTL) and data centers (SRVR) will benefit from 16% year over year growth in e-Commerce and the recent Supreme Court ruling on how states can mandate taxation of e-commerce sales.