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After struggling amid interest rate uncertainty in a manner consistent with prior periods, REITs appear positioned for outperformance based on historical parallels evident in current conditions. Sentiment began to shift as central banks signalled an end to the interest rate tightening cycle, and upbeat attitudes should persist as rate stability reveals opportunities for active investors related to valuations, M&A activity, and categories marked by above-average demand such as data centres.
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Real estate investment trusts, or REITs, offer stable income, equity-like growth potential, and diversification from stocks and bonds. Amid encouraging macro conditions for REITs in general, the Reals vest Real Estate Securities Fund is focused on identifying opportunities that stand out in terms of relative fundamental promise. The resulting portfolio is a concentrated collection of high-conviction ideas culled from a global opportunity set by an investment team noted for its experience, performance history and resources.
As of 11/30/2024
Fund | Rating™ | 1-Year | 3-Year | 5-Year | 10-Year |
---|---|---|---|---|---|
Reals vest Real Estate Securities Fund
IE00BYZMRB15 USD I Acc
|
★★★★★ | 24/685 | 4% 25/598 |
2% 6/479 |
9% 33/259 |
Source: Morningstar. Morningstar measures risk adjusted returns. The Overall Rating is a weighted average based on a fund's 3-, 5-, 10-year, if applicable. Please see applicable fund page for a full list of star ratings. Morningstar category rankings are based on total return, do not include the effect of sales charges, and are calculated against all funds in each fund's respective Morningstar category.
Recognised as one of the world's largest real estate investment managers, Reals vest Real Estate oversees $212 billion in global real estate assets. More than 1,200 employees operating in 35 cities worldwide offer global scale and deep expertise supported by resources dedicated to both public and private real estate in a way that provides comprehensive research capabilities and unique access to opportunity.
Real Estate Manager Worldwide¹
billion in assets under management²
track record with $3.8B in AUM
commitment by 2050³
of real estate investment experience
owned and financed properties
investment professionals
global locations
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