Benchmark Investments

Bringing institutional thematic growth to individual investors

SRVR Index – Intelligence Revolution
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: 3.25% (as of 3/31/19)

How to Invest

INDS Index – eCommerce Revolution
INDS is the best way to capitalize on the growth of e-Commerce as 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. Our constituents own and manage best-in-class warehouse/distribution facilities.
Index Dividend Yield: 3.35% (as of 3/31/19)

How to Invest

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: 4.85% (as of 3/31/19)

How to Invest
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SRVR Index is the Undisputed Way to Position for 5G

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 – will play a vital role globally in enabling greater connectivity between people, things, and infrastructure. As this new generation of technology – 5G – is expected to help facilitate the increasing proliferation of the “internet of things” (IoT) and more advanced machine-to-machine technologies.

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.

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SRVR is the Undisputed Way to Position for 5G
SRVR is the Undisputed Way to Position for 5G

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.

Benchmark Investments Index Performance

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.

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.

Bloomberg TV: How to Trade Alibaba (BABA)

Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Alibaba (BABA) with Julie Hyman on Bloomberg TV. Alibaba held its Cloud Computing Conference in Shanghai. Like Amazon, Alibaba is primarily an e-commerce company. Its cloud computing business grew out of the IT infrastructure it built to support its online retailing business. AliCloud will come to represent a bigger portion of the company's overall revenue.

Bloomberg TV: Options Play for Equinix (EQIX)

Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Equinix with Julie Hyman on "Bloomberg Markets" TV. He believes the ongoing adoption of hybrid-cloud network architectures and shift to digital services will continue to drive market expansion and higher revenue for Equinix. EQIX has brought on Amazon.com, Microsoft, Google, SoftLayer and other infrastructure providers, as well as Software-as-a-Service companies.