30-year REIT industry veteran Ian Goltra joins AXS in building the firm’s premier portfolio management team

NEW YORK, May 16, 2022 /PRNewswire/ — AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, today announced the acquisition of an industry-pioneering fund, the AXS Income Opportunities Fund (OIOIX)which was among the first for individual investors to access such a broadly diversified portfolio of preferred shares of publicly traded real estate companies.

OIOIX holdings generate cash flow supported by more than 10,000 commercial and residential properties. In addition to the Fund’s notable income generation, among its other distinguishing characteristics is the extent of its diversification, which is driven by the breadth of its companies, property types, lease structures and locations. .

“We are delighted to add OIOIX to the AXS fund lineup at this important time in the real estate sector’s comeback from the distress of the market downturn that began in March 2020,” mentioned Greg Bassuk, CEO of AXS Investments. “Undervalued real estate stocks abound, and we remain optimistic about investing in REIT preferred securities as a way for investors to profit from the upheavals in the real estate market.”

As part of the acquisition of OIOIX, the Fund’s long-standing portfolio manager, Ian Goltra, will join the AXS portfolio management team to manage the fund, while adding his 30 years of real estate investment experience in various real estate markets and environments. Prior to joining Orinda, Mr. Goltra was a portfolio manager for real estate mutual funds at Salient Investment Partners and Kensington Investment Group.

“We are extremely happy and fortunate to have Ian join our investment team,” added Bassuk. “Few real estate fund managers have the depth and breadth of Ian’s experience in REIT preferred securities and, importantly, in identifying markets and opportunities that tend to be under-tracked.”

The acquisition of OIOIX follows the successful launch of the AXS Astoria Inflation-Sensitive ETF (NYSEArca: PPI), which provides investors with a one-of-a-kind one-stop inflation strategy, and has accumulated over $70 million of assets in just over 70 trading days since launch.

In April, AXS also added three other new ETFs to its lineup:

About AXS Investments
AXS investments is a leading alternative investment manager offering a diverse family of alternative investments for growth, income and diversification. The company allows investors to diversify their portfolios with investments previously available only to larger institutional and high net worth investors. Investor-friendly AXS funds are proven, liquid, transparent and managed by high-level portfolio managers with long and solid track records. For more information, visit www.axsinvestments.com.


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A small portion of the S&P 500 may include return of capital; Bonds, corporate bonds and high yield bonds generally have no return of capital. A stock can trade with more or less liquidity than a bond depending on the number of stocks and bonds outstanding, the size of the company and the demand for the securities. The tax characteristics of a bond, corporate bond, stock and high yield bond may vary depending on individual circumstances. Consult a tax specialist for more information. The Fund may carry out uncovered sales of securities, which involves the risk that losses on the securities may exceed the amount initially invested. The Fund may employ leverage which may exaggerate the effect of any increase or decrease in the value of the portfolio securities or the net asset value of the Fund, and money borrowed will be subject to interest charges. Investments in small and medium enterprises involve greater risks such as limited liquidity and greater volatility. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for emerging markets. Investments in debt securities generally lose value when interest rates rise. This risk is generally higher for longer-term debt securities. The Fund’s investments in lower rated and unrated securities present a greater risk of loss of principal and interest than higher rated securities.

The Fund may use certain types of investment derivatives such as forward contracts, forward contracts and swaps. Derivatives involve different and, in some cases, greater risks than the risks presented by more traditional investments. Investments in asset-backed and mortgage-backed securities involve additional risks of which investors should be aware, such as credit risk, prepayment risk, potential illiquidity and default, as well as a increased sensitivity to adverse economic developments. To the extent that a Master Limited Partnership’s (MLP) interests are all in a particular industry, the MLP will be adversely affected by economic events that negatively impact that industry. The risks of investing in an MLP are generally those of investing in a partnership rather than a corporation. Exchange Traded Funds (ETFs) are generally open-ended investment companies that are bought and sold on a national stock exchange. When the Fund invests in an ETF, it will incur additional fees based on its share of the ETF’s operating expenses, including potential duplication of management fees. The risk of owning an ETF generally reflects the risks of owning the underlying securities it holds. Securities governed by Rule 144A involve the risk that the trading market may not continue and that the Fund may not be able to dispose of such securities promptly or at reasonable prices and may therefore encounter difficulty in meeting redemption requirements. . There is a risk that the market value of IPO shares will fluctuate significantly due to factors such as lack of a prior public market, non-seasonal trading, small number of shares available at trading and limited issuer information. Purchasing IPO shares may involve high transaction costs. IPO shares are subject to market risk and liquidity risk. The Fund is non-diversified which means that there are no restrictions on the amount which the Fund may invest in the securities of any one issuer under the 1940 Act. Some of the risks of investing in real estate investment trusts (REITs) include a general decline in real estate values, fluctuations in rental income, changes in interest rates, increases in property taxes, increased operating costs, overbuilding , changes in zoning laws and changes in consumer demand for real estate.

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