Japanese 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.
“Buy land, they’re not making it anymore.” Japanese 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 Japanese exposure offering a wide variety of sub sectors in 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 upwards of 3% per year. This robust quantitative scoring process ensures lesser-known but still excellent real estate companies are included.
International investors can also access this strategy in a Global Exposure and a US Exposure
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -12.92 | 31.47 | -12.08 | 17.16 | -7.21 | 0.97 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 11.48% | 23.09% | 3.9% |
Equity | 99.51% | |
Fixed Income | ||
Commodities | ||
Cash | 0.49% |
Japan | 100% |
Diversified REITs | 50.3% | |||||||
Industrial REITs | 37.94% | |||||||
Residential REITs | 11.27% |
Asset Class | Weight (%) |
---|---|
1. Daiwa Securities Living Investments Corp | 11.24% |
2. Daiwa House Industry Co Ltd | 10.80% |
3. Mori Trust Reit Inc | 10.71% |
4. Daito Trust Construction Co Ltd | 10.28% |
5. Tokyu REIT Inc | 10.08% |
6. Mitsubishi Estate Logistics REIT Investment Corp | 9.68% |
7. LaSalle Logiport REIT | 9.62% |
8. Mitsui Fudosan Logistics Park Inc | 9.52% |
9. GLP J-Reit | 9.15% |
10. NIPPON REIT Investment Corp | 8.43% |