REITs

Our Global REITs solution is thoughtfully structured to deliver both yield and growth for investors seeking income and liquidity. The strategy reflects the Firm’s investment philosophy and is aligned with the results it has consistently delivered.

Global REITs Strategy Highlights:

  • Target Yield: 5% annual yield with quarterly distributions

  • Growth & Performance:

    • Proven track record of strong returns while maintaining distributions
  • Diversification

    • 250+ REITs
    • Exposure to 7 countries
    • Spread across 7 sector risk premia
  • Liquidity

    • Focus on REITs with high trading volumes
    • Enables full exit within a few trading days
  • Cost Efficiency:

    • 0.9% management fee

Why It’s Better Than Private Real Estate:

  • Zero Fund Leverage:

    • Avoids risks associated with debt and leverage, which affected private real estate during the pandemic.
  • Lower Concentration Risk:

    • Diversified exposure avoids over-concentration in single countries or sectors

How it Works

Portfolio Characteristics

REITs Pros