US REIT

by
Leo Wealth
“Buy land, they’re not making it anymore.” A diversified portfolio of US listed real estate that seeks to generate a yield higher than the broader equity market.

Strategy Description

“Buy land, they’re not making it anymore.” US 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 diversified exposure across major real estate categories – office, retail, industrial, healthcare and specialty real estate – as well as geographically within the US and abroad. 

We score ~200 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. 

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

Portfolio Performance

20222023YTD
Portfolio (%)-19.9911.6-2.48
Annualized ReturnStandard DeviationDividend Yield
Portfolio-1.15%20.21%5.4%

Allocation Breakdown

Asset Class


Equity99.55%
Fixed Income0
Commodities0
Cash0.45%

Geo


North America100%
Greater Europe0
Developed Asia0
Emerging Asia0
Central/Latin America0

Sector


Diversified REITs11.82%
Healthcare REITs7.63%
Hotel & Resort REITs11.98%
Self-Storage REITs5.96%
Residential REITs6.26%
Retail REITs25.62%
Specialized REITs24.32%
Telecom Tower REITs5.98%

Top Holdings

Asset ClassWeight (%)
1. Lamar Advertising Co8.13%
2. National Health Investors Inc7.62%
3. Simon Property Group Inc7.49%
4. Host Hotels & Resorts Inc6.67%
5. Essential Properties Realty Trust Inc6.63%
6. NNN REIT Inc6.46%
7. AvalonBay Communities Inc6.28%
8. CubeSmart5.97%
9. Crown Castle Inc5.97%
10. Kimco Realty Corp5.85%

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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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