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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 (%)-7.8727.94-10.8927.3-18.69-10.95
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


North America41.61%
Greater Europe17.33%
Developed Asia41.06%
Emerging Asia0
Central/Latin America0


Diversified REITs28.11%
Healthcare REITs7.33%
Telecom Tower REITs6.25%
Real Estate Development11.68%
Real Estate Operating Companies6.82%
Residential REITs12.98%
Retail REITs19.37%
Specialized REITs6.91%

Top Holdings

Asset ClassWeight (%)
1. Daito Trust Construction Co Ltd8.40%
2. LTC Properties Inc7.39%
3. NTT UD REIT Investment Corp7.14%
4. SmartCentres Real Estate Investment Trust6.99%
5. Gaming and Leisure Properties Inc6.99%
6. Elme Communities6.98%
7. Citycon Oyj6.80%
8. BWP Trust6.77%
9. WP Carey Inc6.68%
10. Suntec Real Estate Investment Trust6.48%