GFM's REIT Watchlist for 2017 Q1

Real Estate Investment Trusts (REITs) are among our favorite alternatives to buying physical property as an investment.  For reference, we list below 95 of the globally-listed REITs we are watching this quarter, which yield over 4% as a portfolio.  Note that this a watchlist for educational and discussion purposes only and is not a recommendation to buy or sell any of these REITs.  Please feel free to contact us through the form below if you have any questions about REITs or our portfolios.

RIC Name Type USD Market Cap
AVB AvalonBay Communities Inc Residential  24,255
PSA Public Storage Specialized  39,052
8953.T Japan Retail Fund Investment Corp Commercial  5,172
8954.T Orix JREIT Inc Commercial  3,990
3234.T Mori Hills Reit Investment Corp Commercial  2,368
8956.T Premier Investment Corp Diversified  1,559
BYG.L Big Yellow Group PLC Specialized  1,298
CMW.AX Cromwell Property Group Diversified  1,263
SPG Simon Property Group Inc Commercial  57,845
ESS Essex Property Trust Inc Residential  15,020
MAA Mid-America Apartment Communities Inc Residential  7,419
CPT Camden Property Trust Residential  7,354
8952.T Japan Real Estate Investment Corp Commercial  7,144
GPT.AX GPT Group Diversified  6,595
ELS Equity LifeStyle Properties Inc Residential  6,087
LPT Liberty Property Trust Commercial  5,972
8955.T Japan Prime Realty Investment Corp Commercial  3,443
PSB PS Business Parks Inc Commercial  3,204
AKR Acadia Realty Trust Commercial  2,638
8976.T Daiwa Office Investment Corp Commercial  2,516
3226.T Nippon Accommodations Fund Inc Residential  2,121
CHC.AX Charter Hall Group Diversified  1,427
ABP.AX Abacus Property Group Diversified  1,260
8986.T Japan Rental Housing Investments Inc Residential  1,101
HSTN.L Hansteen Holdings PLC Commercial  1,012
SAFE.L Safestore Holdings PLC Specialized  894
GTY Getty Realty Corp Commercial  883
AINT.SI Ascendas India Trust Commercial  661
LNRE.BR Leasinvest Real Estate CVA Commercial  544
DLR Digital Realty Trust Inc Commercial  15,792
MAC Macerich Co Commercial  10,327
EXR Extra Space Storage Inc Specialized  9,693
ACC American Campus Communities Inc Residential  6,446
CMLT.SI Capitaland Mall Trust Commercial  4,755
8960.T United Urban Investment Corp Commercial  4,637
SGRO.L SEGRO PLC Commercial  4,625
MPW Medical Properties Trust Inc Specialized  3,981
COR CoreSite Realty Corp Commercial  3,849
3269.T Advance Residence Investment Corp Residential  3,573
SKT Tanger Factory Outlet Centers Inc Commercial  3,571
WDPP.BR Warehouses de Pauw Comm VA Commercial  1,898
8967.T Japan Logistics Fund Inc Commercial  1,857
3249.T Industrial & Infrastructure Fund Investment Corp Commercial  1,682
WKP.L Workspace Group PLC Commercial  1,541
BFS Saul Centers Inc Commercial  1,412
CQR.AX Charter Hall Retail REIT Commercial  1,253
8973.T Sekisui House SI Residential Investment Corp Residential  1,230
SLI.L Standard Life Investments Property Income Trust Ltd Commercial  404
TIX.AX 360 Capital Industrial Fund Commercial  388
8979.T Starts Proceed Investment Corp Residential  332
MCKS.L McKay Securities PLC Commercial  207
ORM Owens Realty Mortgage Inc Specialized  188
PLD Prologis Inc Commercial  28,408
EQR Equity Residential Residential  23,505
VTR Ventas Inc Specialized  22,171
WFD.AX Westfield Corp Commercial  14,214
FRT Federal Realty Investment Trust Commercial  10,353
GMG.AX Goodman Group Pty Ltd Commercial  9,302
GFCP.PA Gecina SA Diversified  8,605
SGP.AX Stockland Corporation Ltd Residential  8,032
NNN National Retail Properties Inc Commercial  6,672
FDR.PA Fonciere des Regions SA Commercial  5,953
MGR.AX Mirvac Group Diversified  5,755
HMSO.L Hammerson PLC Commercial  5,463
HIW Highwoods Properties Inc Commercial  5,296
CUBE.K CubeSmart Specialized  4,863
TCO Taubman Centers Inc Commercial  4,576
EPR EPR Properties Commercial  4,574
EQY Equity One Inc Commercial  4,457
DCT DCT Industrial Trust Inc Commercial  4,357
8984.T Daiwa House Reit Investment Corp Residential  3,847
HR Healthcare Realty Trust Inc Specialized  3,494
CUZ Cousins Properties Inc Commercial  3,352
CXW Corecivic Inc Specialized  2,927
GPOR.L Great Portland Estates PLC Commercial  2,768
EGP Eastgroup Properties Inc Commercial  2,438
8964.T Frontier Real Estate Investment Corp Commercial  2,122
IOF.AX Investa Office Fund Commercial  2,113
8961.T Mori Trust Sogo Reit Inc Diversified  2,085
LTC LTC Properties Inc Specialized  1,863
8987.T Japan Excellent Inc Commercial  1,659
GOZ.AX Growthpoint Properties Australia Ltd Commercial  1,534
BWP.AX BWP Trust Commercial  1,401
ADC Agree Realty Corp Commercial  1,209
8968.T Fukuoka Reit Corp Commercial  1,182
8975.T Ichigo Office REIT Investment Corp Commercial  997
UHT Universal Health Realty Income Trust Specialized  906
1270.HK Langham Hospitality Investments Ltd Specialized  837
WEHB.BR Wereldhave Belgium Comm VA Commercial  792
FET.AX Folkestone Education Trust Commercial  462
OLP One Liberty Properties Inc Commercial  450
WSR Whitestone REIT Commercial  420
INA.AX Ingenia Communities Group Residential  347
GHC.AX Generation Healthcare REIT Specialized  307
RFF.AX Rural Funds Group Specialized  262

Until next time,