SFR yields 2770.08% · JEPI yields 8.40%● Live data
📍 SFR pulled ahead of the other in Year 1
Combined, SFR + JEPI cover 0 of 12 months — good coverage
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Appreciate Holdings, Inc. operates an end-to-end single-family rental (SFR) marketplace and management platform. It offers a full-service platform for investing in and owning SFR properties, including a proprietary online marketplace and full-service brokerage. The company is based in Minnetonka, Minnesota.
Full SFR Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.