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