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Global REIT ETFs

Buy land, they’re not making it anymore. A listed real estate ETF portfolio, diversified across geographies and real estate types.

Strategy Description

“Buy land, they’re not making it anymore.” Global REITs are listed real estate investments that pay high dividends and pass through their rental income to investors. They can be viewed as a hybrid between equities and bonds as they must pay out most of the income received.

Real estate, by its very nature of being a physical and limited asset provides potential inflation protection for investors. REITs benefit from inflation in 2 ways:

  • Capital appreciation the value of properties and land owned increases
  • Rent increases regularly negotiated leases can be increased in line with inflation

The portfolio targets a global exposure across 3 major real estate continents – North America, Europe and Asia Pacific, diversifying geographically and by type of real estate.

Implementation is via ETFs, which ensures diversification across the real estate landscape, keeps costs low and does not require the larger balances needed for a direct Global REIT portfolio.

The Global REIT ETF strategy is also offered in a Single Stock only approach

PrintFact Sheet

Portfolio Performance

202120222023YTD
Portfolio (%)21.42-26.0311.75-2.15
Annualized ReturnStandard DeviationDividend Yield
Portfolio14.17%17.69%4.1%

Allocation Breakdown

Asset Class


Equity99.54%
Fixed Income0
Commodities0
Cash0.46%

Geo


North America44.62%
Greater Europe24.43%
Asia30.04%
Central/Latin America0.03%

Sector


Diversified REITs28.36%
Health Care REITs5.88%
Industrial REITs15.99%
Real Estate Operating Companies14.91%
Residential REITs10.41%
Retail REITs17.51%
Office REITs6.94%

Top Holdings

Asset ClassWeight (%)
1. VanEck Global Real Estate UCITS ETF37.31%
2. Xtrackers FTSE Developed Europe Real Estate UCITS ETF20.08%
3. iShares Asia Property Yield UCITS ETF17.15%
4. iShares US Property Yield UCITS ETF12.45%
5. Vanguard FTSE Canadian Capped REIT Index ETF6.66%
6. Vanguard Australian Property Securities Index ETF3.46%
7. iShares Core Japan REIT ETF2.43%