Real Estate Investment Trusts (REITs)

Real Estate Investment Trusts (REITs)

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Investing in a REIT gives you access to a liquid diversified portfolio of real estate assets, without the need to manage anything on your own. This makes some of the biggest issues with direct real estate investing like illiquidity, management intensiveness, and the inability to properly diversify, go away completely. Just like with stocks, it is possible to buy a low-cost index fund of REITs.

Referenced in this video:
iShares Core S&P/TSX Capped Composite Index ETF - https://www.blackrock.com/ca/individual/en/products/239837/ishares-sptsx-capped-composite-index-etf?switchLocale=y&siteEntryPassthrough=true
iShares Core S&P Total U.S. Stock Market ETF - https://www.ishares.com/us/products/239724/ishares-core-sp-total-us-stock-market-etf
iShares Core MSCI EAFE IMI Index ETF - https://www.blackrock.com/ca/individual/en/products/251421/ishares-msci-eafe-imi-index-etf
Real Estate Betas and the Implications for Asset Allocation - https://joi.pm-research.com/content/27/1/109
Are REITs a Distinct Asset Class? - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2965146
FTSE Canadian Capped REIT Index ETF (VRE) - https://www.vanguardcanada.ca/individual/indv/en/product.html#/fundDetail/etf/portId=9559/assetCode=equity/?overview
BMO Equal Weight REITs Index (ZRE) - https://www.bmo.com/assets/pdfs/gam/etf/a-mrfp/en/A_MRFP_ZRE_E.pdf
iShares S&P/TSX Capped REIT Index ETF (XRE) - https://www.blackrock.com/ca/individual/en/products/239843/ishares-sptsx-capped-reit-index-etf
iShares S&P Small-Cap 600 Value ETF (IJS) - https://www.ishares.com/us/products/239775/ishares-sp-smallcap-600-value-etf
Vanguard Small-Cap Value ETF (VBR) - https://investor.vanguard.com/etf/profile/VBR
Vanguard’s Global ex-U.S. Aggregate Bond Index ETF (CAD-hedged) (VBG) - https://www.vanguardcanada.ca/individual/indv/en/product.html#/fundDetail/etf/portId=9568/assetCode=bond/?overview
S. Aggregate Bond Index ETF (CAD-hedged) (VBU) - https://www.vanguardcanada.ca/individual/indv/en/product.html#/fundDetail/etf/portId=9567/assetCode=bond/?overview

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