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Global REITs

Buy land, they’re not making it anymore. A listed real estate 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.

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

PrintFact Sheet

Portfolio Performance

20172018201920202021YTD
Portfolio (%)13.06-7.8727.94-10.8927.3-24.18
Annualized ReturnStandard DeviationDividend Yield
Portfolio4.38%14.83%6.1%

Allocation Breakdown

Asset Class


Equity99.49%
Fixed Income0
Commodities0
Cash0.51%

Geo


America46.62%
Greater Europe19.52%
Developed Asia33.86%
Emerging Asia0
Central/Latin America0

Sector


Diversified REITs27.06%
Healthcare REITs6.74%
Industrial REITs5.87%
Real Estate Development4.11%
Real Estate Operating Companies10.49%
Residential REITs5.85%
Retail REITs12.62%
Specialized REITs26.76%

Top Holdings

Asset ClassWeight (%)
1. VICI Properties Inc9.66%
2. Iron Mountain Inc9.63%
3. Daito Trust Construction Co Ltd7.90%
4. American Tower Corp7.62%
5. BWP Trust7.09%
6. Hongkong Land Holdings Ltd7.04%
7. Artis Real Estate Investment Trust6.88%
8. NorthWest Healthcare Properties Real Estate Investment Trust6.66%
9. Sun Hung Kai Properties Ltd6.29%
10. Land Securities Group PLC5.98%