Global REIT ETF

by
Leo Wealth
Buy land, they're not making it anymore. A listed real estate ETF 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.

Implementation is via ETFs, which ensures diversification across the real estate landscape, keeps costs low and does not require the larger balances needed for a direct Global REIT portfolio.

The Global REIT ETF strategy is also offered in a Single Stock only approach.

Portfolio Performance

202120222023YTD
Portfolio (%)21.42-26.0311.75-4.69
Annualized ReturnStandard DeviationDividend Yield
Portfolio20.09%17.38%4.2%

Allocation Breakdown

Asset Class


Equity99.53%
Fixed Income0
Commodities0
Cash0.47%

Geo


North America44.11%
Greater Europe26.05%
Asia28.77%
Central/Latin America0.03%

Sector


Diversified REITs16.27%
Health Care REITs7.8%
Industrial REITs15.33%
Real Estate Operating Companies12.79%
Residential REITs10.68%
Retail REITs17.78%
Office REITs5.96%

Top Holdings

Asset ClassWeight (%)
1. VanEck Global Real Estate UCITS ETF37.08%
2. Xtrackers FTSE Developed Europe Real Estate UCITS ETF21.59%
3. iShares Asia Property Yield UCITS ETF16.33%
4. iShares US Property Yield UCITS ETF12.27%
5. Vanguard FTSE Canadian Capped REIT Index ETF6.44%
6. Vanguard Australian Property Securities Index ETF3.47%
7. iShares Core Japan REIT ETF2.35%

Related Investments

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