Real Estate Investment Trusts (REITs) provide investors with a way to invest in real estate markets without directly owning physical properties.
Listed REITs are traded on major stock exchanges, offering liquidity and ease of access to a diverse range of real estate investments.
Listed REITs are investment trusts that own, operate, or finance income-generating real estate and are publicly traded on stock exchanges.
These entities must distribute at least 90% of their taxable income as dividends to qualify for special tax treatment, thereby offering attractive income opportunities for investors.
Listed REITs can be categorised into four main types based on their investment focus:
The four main features of Listed REITs are:
There are four main risks of investing in Listed REITs:
Investors can evaluate Listed REITs using several criteria:
There are a number of ways to invest in Listed REITs:
There is no set minimum, as Listed REITs can be purchased in singular units.
Yes. Listed REIT dividends are generally subject to income tax.
Most Listed REITs pay quarterly dividends.
Yes, as with any stock, there is a risk of capital loss due to market fluctuations.
Listed REITs enjoy tax exemptions at the corporate level which benefit shareholders through tax efficient dividends.
They can be, especially for income-focused portfolios, but risk assessment is crucial.
Rising rates can negatively impact upon Listed REIT valuations and borrowing costs.
Listed REITs are publicly traded and regulated, whereas Private REITs are not listed and thus offer less liquidity.
Listed REITs offer a compelling investment opportunity for those seeking income and exposure to real estate.
They come with specific features, including liquidity and income generation, but also bear inherent risks such as exposure to market volatility.
By understanding the types of Listed REITs, key features, risks, comparison metrics, and methods of investment, informed investment decisions can be made.
Careful analysis and consideration of individual investment goals will enhance the potential benefits of including Listed REITs in a diversified portfolio.
The Fund aims to: produce an annual dividend yield, before fees, higher than the underlying index (S&P/ASX 300 A-REIT Index) and provide a total return in excess of the CPI + 3% (before fees) over rolling 5 year periods.
Australia's only high conviction A-REIT fund with an ESG focus. A Property Fund focussed on capital security, income yield, and sustainable growth that seeks to exploit market inefficiencies by employing an active, value based investment style.
The Fund gives Investors access to a professionally managed portfolio of Australian listed real estate, typically known as A-REITs, and Australian listed infrastructure investment securities.
The Fund’s objective is to outperform the S&P/ASX 200 A-REIT Index over rolling 5-year periods.
The fund seeks to provide total return through long-term capital appreciation and rental income. An actively managed portfolio that invests primarily in listed property securities (GREITs) and real estate operating companies (REOCs) globally.
The Fund gives investors exposure to the underlying returns of some of the world’s highest quality real estate assets through a select portfolio of global real estate investment trusts (‘REITs’) and property companies.
The Fund offers investors exposure to Australia’s property market through our Portfolio, comprising listed Australian real estate investment trusts and property companies.
