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Annuities > Variable Annuity Investment Options > Thrivent Real Estate Securities Portfolio
Thrivent Real Estate Securities Portfolio

Prospectus | Performance | Portfolio Focus Sheet (PDF, 400K)

Portfolio Management

Reginald L. Pfeifer

Investment Management Style

Equity Sector

 


 
Investment Objective
  • Seeks to provide high current income and long-term capital appreciation by investing primarily in the equity securities of companies in the real estate industry.
Investment Strategy
  • Invests at least 80% of total portfolio assets in the common stocks or other securities of companies that are engaged primarily in the real estate industry.
  • Focuses on real estate equity securities, but may invest in other types of real estate securities or in companies in other industries.
Benefits of Investing in the Thrivent Real Estate Securities Portfolio
  • Unique asset class with attractive investment characteristics provides meaningful diversification benefits.
  • Higher current yield than bonds, with the added benefit of growth.
  • Exposure to an asset class that has provided historically strong returns, with a moderate level of risk compared to the overall stock market.
Special Investment Risks
  • The Portfolio is subject to risks arising from the fact that it concentrates its investments in only one industry. Real estate security prices are influenced by the underlying value of properties owned by the company, which may be influenced by the supply and demand for space and other factors. The real estate industry is cyclical, and the underlying value of securities issued by companies doing business in the real estate industry may be illiquid and fluctuate in value. These and other risks are described in the prospectus.
  • Investing in a variable annuity contract involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable annuity contract and underlying investment options which investors should read and consider carefully before investing.
  • Investing in a variable annuity contract involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable annuity contract and underlying investment options which investors should read and consider carefully before investing. To obtain a prospectus, contact a registered representative or visit www.thrivent.com.
Investment Minimums
  • All initial and subsequent investment minimums exist at the contract level. Most subaccounts carry no investment minimums. A minimum of $10,000 is required if you choose to use the DCA (Dollar Cost Averaging) Fixed Account to fund periodic investments to other subaccounts. See the Prospectus for additional information.

For additional information, contact the Investment Interaction Center at (800) 847-4836.

The variable annuity contract is issued by Thrivent Financial for Lutherans, 625 Fourth Ave. S., Minneapolis, MN 55415-1665 and distributed by Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, 800-THRIVENT (800-847-4836), a wholly-owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC.

 

Equity and Balanced Portfolio Investment Options

 

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)

Dalbar Seal of Excellence

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Thursday, May 15, 2008 at 2:47 PM