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.

Allocation Breakdown
Asset Class
Equity
99.60%
Cash
0.40%
Geography
America
40.98%
Developed Asia
31.53%
Greater Europe
27.49%
Sector
Diversified REITs
26.44%
Specialized REITs
19.86%
Real Estate Operating Companies
13.06%
Retail REITs
12.54%
Industrial REITs
7.27%
Residential REITs
7.14%
Healthcare REITs
6.74%
Real Estate Development
6.54%
Top Holdings
Position
Weight(%)
1.  
Daito Trust Construction Co Ltd
7.49
2.  
Altarea SCA
7.32
3.  
Dream Industrial Real Estate Investment Trust
7.28
4.  
CoreSite Realty Corp
7.26
5.  
Artis Real Estate Investment Trust
6.91
Position
Weight(%)
6.  
Land Securities Group PLC
6.83
7.  
NorthWest Healthcare Properties Real Estate Investment Trust
6.77
8.  
Nexity SA
6.72
9.  
Castellum AB
6.51
10.  
Iron Mountain Inc
6.46