Buy land, they’re not making it anymore. A listed real estate portfolio, diversified across geographies and real estate types.
“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:
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.
We score ~1,000 real estate names on Value, Quality, Safety, Payout, Technical and Sentiment characteristics to build a portfolio that targets a yield of ~4-5% per year. This robust quantitative scoring process ensures lesser-known but still excellent real estate companies are included.
For US investors, portfolio can be implemented in a Tax-Aware approach via our US site
International investors can also access this strategy in a US Exposure and a Japanese Exposure
The Global REIT strategy is also offered in an ETF only approach
|Annualized Return||Standard Deviation||Dividend Yield|
|Real Estate Development||6.71%|
|Real Estate Operating Companies||6.81%|
|Asset Class||Weight (%)|
|1. Inmobiliaria Colonial Socimi SA||8.07%|
|2. Fortune Real Estate Investment Trust||7.88%|
|3. Suntec Real Estate Investment Trust||7.02%|
|4. Hongkong Land Holdings Ltd||6.78%|
|5. CK Asset Holdings Ltd||6.74%|
|6. Apartment Income REIT Corp||6.71%|
|7. WP Carey Inc||6.69%|
|8. Gaming and Leisure Properties Inc||6.58%|
|9. BWP Trust||6.49%|
|10. Crown Castle Inc||6.47%|