
Income + appreciation
Performance based on real assets that
act as inflation hedge.
Operational and
tax efficiency
Easier than owning traditional real estate.
Liquidity and transparency
Listed fund, providing higher liquidity than traditional real estate investment
Portfolio
diversification
Exposure to real estate investments, differentiated correlation to traditional investment assets (bonds, stocks)
REITs Tend to Outperform Traditional Investments
REIT Dividend yield vs. 10 Year Constant Maturity Treasury Yield
January 1990 – November 2020
Monthly Total Return Index Comparison
December 1989 – November 2020