Purchased Essex Property Trust

The market price for Essex Property Trust has dipped to the lowest point in fifteen (15) months at $252.08 as of 4:00 PM on 08/11/25. The Value Investment Fund purchased 200 shares to add to its REITs pool of investments. Total investment is $50,616.00, including a $1 per share transaction fee. 

Currently, Essex Property Trust is paying dividends of $2.57 per share per quarter. This produces an annual yield of 4.06% which is considered a good dividend return per the parameters as outlined in the REITs guidelines with the Value Investment Fund.

Historically, the Value Investment Fund has always done well with this investment. The projected sale price is $301 per share, and the facilitator expects this recovery within a year. If so, total gain will be approximately $46.92 per share for an anticipated 18.5% return along with a minimum of $10.28 per share in dividends. Total return will approximate $57.20 per share for a final annualized return of  22.6%. Act on Knowledge.