INVESTOR INFORMATION - THE REIT ASSET CLASS

 

 

🌍 The Case for Global REITs (GREITs)

Global REITs offer a seamless, liquid, and efficient way to invest in property markets around the world.
They provide access to high-quality assets across diverse sectors often unavailable in local or private markets — including logistics, life sciences, self-storage, residential communities, and data centres.

By distributing rental income in a tax-efficient manner and offering exposure across regions, currencies, and property types, Global REITs enable investors to build highly diversified portfolios.

💡 Why Invest in REITs

REITs have historically delivered competitive total returns, driven by consistent dividend income and long-term capital appreciation.
Their low correlation with other asset classes enhances portfolio diversification — helping to reduce overall risk while supporting stronger, more stable returns.

⚙️ Key Advantages of REITs

1. Liquidity

  • Traded like listed equities, ETFs, or mutual funds
  • Enable tactical allocation and quick rebalancing
  • Provide daily market pricing and transparency

2. Diversification

  • Low correlation with traditional equities and bonds
  • Access to real, income-producing assets
  • Potential for improved risk-adjusted returns

3. Transparency

  • Publicly listed and regulated under strict disclosure standards
  • Continuous analyst and market scrutiny ensures accountability
  • Dividend requirements make prolonged irregularities unlikely

4. Dividends

  • Regular income through rental distributions
  • Supports long-term wealth creation
  • Helps reduce overall portfolio volatility

5. Performance

  • Historically strong, inflation-beating total returns
  • Outperformed many traditional fixed-income assets over time