Global REIT

by
Leo Wealth
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 U.S. investors, the portfolio can be implemented in a Tax-Aware approach.

International investors can access this strategy in a U.S. Exposure and a Japanese Exposure.

The Global REIT strategy is also offered in an ETF only approach.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)27.94-10.8927.3-18.69-2.43-5.18
Annualized ReturnStandard DeviationDividend Yield
Portfolio3.69%14.61%5.6%

Allocation Breakdown

Asset Class


Equity99.51%
Fixed Income0
Commodities0
Cash0.49%

Geo


North America50.47%
Greater Europe19.36%
Asia29.69%
Central/Latin America0

Sector


Diversified REITs20.4%
Self-Storage REITs18.29%
Telecom Tower REITs5.67%
Real Estate Development5.31%
Residential REITs5.7%
Retail REITs39.05%
Specialized REITs5.1%

Top Holdings

Asset ClassWeight (%)
1. Simon Property Group Inc7.18%
2. Big Yellow Group PLC6.96%
3. Retail Estates NV6.50%
4. NNN REIT Inc5.95%
5. AvalonBay Communities Inc5.78%
6. CubeSmart5.75%
7. Shurgard Self Storage Ltd5.74%
8. Starts Corp Inc5.72%
9. Crown Castle Inc5.69%
10. Daito Trust Construction Co Ltd5.27%

Related Investments

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Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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