The global REIT portfolio offers a stable and diversified income stream from global real estate companies. It does not take a large bets in regional allocation while can maintain a high after-tax dividend yield.
The research process is focused on finding companies that show relative value and quality characteristics within the sector. Our research models screen the Global stock universe in a disciplined way based on 27 model factors and select the companies that have the highest return expectations. The portfolio is regularly rebalanced based on those factors.