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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

Portfolio (%)27.94-10.8927.3-18.69-2.43-4.32
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


North America51.38%
Greater Europe17.6%
Central/Latin America0


Diversified REITs21.5%
Self-Storage REITs17.45%
Telecom Tower REITs5.8%
Real Estate Development5.15%
Residential REITs5.44%
Retail REITs39%
Specialized REITs5.18%

Top Holdings

Asset ClassWeight (%)
1. Simon Property Group Inc7.27%
2. Retail Estates NV6.41%
3. CubeSmart6.12%
4. NNN REIT Inc6.01%
5. Big Yellow Group PLC5.84%
6. Crown Castle Inc5.79%
7. Shurgard Self Storage Ltd5.78%
8. Starts Corp Inc5.63%
9. Daito Trust Construction Co Ltd5.52%
10. AvalonBay Communities Inc5.44%