Japan REIT

by
Leo Wealth
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.

Strategy Description

“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:

  • 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 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 U.S. Exposure.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)31.47-12.0817.16-7.213.373.16
Annualized ReturnStandard DeviationDividend Yield
Portfolio11.02%22.42%4.6%

Allocation Breakdown

Asset Class


Equity99.49%
Fixed Income0
Commodities0
Cash0.51%

Geo


Japan100%

Sector


Diversified REITs51.83%
Residential REITs7.77%
Office REITs24.13%
Retail REITs15.77%

Top Holdings

Asset ClassWeight (%)
1. Sun Frontier Fudousan Co Ltd11.13%
2. Starts Corp Inc9.50%
3. Daiwa House Industry Co Ltd8.67%
4. NIPPON REIT Investment Corp8.13%
5. Frontier Real Estate Investment Corp8.07%
6. Mirai Corp8.06%
7. Daiwa House REIT Investment Corp7.99%
8. Ichigo Office REIT Investment Corp7.96%
9. AEON REIT Investment Corp7.72%
10. Starts Proceed Investment Corp7.59%

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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