Stocks vs Real Estate: Residential Property prices in 10 countries according to BIS

Investing in Property vs Investing in Stocks: the BIS Data on 10 Countries’ Residential Real Estate Markets

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Last month I posted a chart on how stock prices rose 7x more than house prices over the 20th century, which although backward looking, provides some idea of why investors should consider allocating as much of their wealth to stocks as to investment real estate. Here I expand the chart with data from the BIS […]

When the market falls, don't sell your stocks or your house, but look for rising rents/earnings

When the market falls 10%, you don’t sell your house or your stocks, but look for rising rents/earnings at better prices

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Over the past week, stock and bond markets around the world have fallen more than many people remember seeing in years.  After an amazingly smooth ride up in 2017, when the S&P 500 index rose almost 20% without declining more than 2% on any day that year, investors were suddenly reminded over the past week […]

Investing in Stocks vs Property, Yale data

Investing in Stocks vs Property, Stocks Rose 7x More than Real Estate Over 125 Years of Yale Data

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I am often asked about investing in stocks vs property, as owning physical residential real estate is an understandably popular investment choice in Hong Kong and other major cities.  Urban professionals have seen apartment prices, and their rents, rise faster than inflation and almost as quickly as their salaries, and there is a level of […]

Largest Listed Real Estate Investment Trusts (REITs) – Top 400 by Assets as of 2017

Posted 3 CommentsPosted in Investing, Lists

This is list of the world’s largest real estate investment trusts (REITs) by assets as of 2017 is based on data from public filings on the major stock exchanges we currently have access to. REITs are one of our favorite topics and sectors, and this site contains many posts listing the largest in Japan (J-REITs), the […]

Top 50 Japanese Real Estate Investment Trusts (J-REITs) as of 2017Q3

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Japan remains one of my favorite real estate markets due to its large size, maturity, low growth expectations, and relatively high yields vs. low interest rates.  As an updated reference, here is a list of 50 of the largest Japanese real estate investment trusts (J-REITs) by market cap as of August 2017: WSJ Name Sector […]

Top 25 Euro-denominated Real Estate Investment Trusts (REITs) by Market Cap as of 2017Q3

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Continuing the lists of real estate investment trusts (REITs) by region, here are 25 of the largest ones by market cap denominated in Euros: WSJ Name Sector Country Market Cap DE/XFRA/UBL Unibail-Rodamco SE Retail France € 21,510,000,640 FR/XPAR/LI Klepierre S.A. Retail France € 11,089,999,872 FR/XPAR/GFC Gecina Industrial/Office France € 9,360,000,000 ES/XMCE/MRL Merlin Properties SOCIMI S.A. […]

7 Listed Real Estate Investment Trust (REIT) Markets Outside the US

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My latest article on SeekingAlpha compares the valuation of 8 major listed real estate investment trust (REIT) markets: the US, Japan, Eurozone (mostly France), Hong Kong, Singapore, and the ABC of Australia, Britain, and Canada.  For investors overly concentrated in the property market of any one country or city, I often recommend these REIT portfolios […]

Top 35 Singapore Real Estate Investment Trusts (S-REITs) as of 2017Q3

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Continuing the series of lists of real estate investment trusts, here are the 35 largest Singapore S-REITs by Market cap as of August 2017 with links to data on WSJ.com: WSJ Name Sector Market Cap SG/XSES/A17U Ascendas Real Estate Investment Trust Industrial/Office $7,840,000,000 SG/XSES/C38U CapitaLand Mall Trust Retail $7,200,000,000 SG/XSES/C61U CapitaLand Commercial Trust Industrial/Office $5,360,000,000 […]

Top 30 Australian Real Estate Investment Trusts (A-REITs) in 2017Q3

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Continuing the series of reference lists of real estate investment trusts (REITs), here is the list I looked up on WSJ.com for Australian A-REITs: WSJ Name Sector Market Cap AU/XASX/SCG Scentre Group Retail $21,940,000,768 AU/XASX/WFD Westfield Corp. Retail $16,350,000,128 AU/XASX/GMG Goodman Group Industrial/Office $14,129,999,872 AU/XASX/VCX Vicinity Centres Retail $10,369,999,872 AU/XASX/SGP Stockland Diversified $10,179,999,744 AU/XASX/DXS Dexus […]

top 55 london-listed etfs

Top UK Real Estate Investment Trusts (UK-REITs or L-REITs) by Market Cap 2017Q3

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I am often asked to give second opinions on properties in the UK my clients have invested in or are considering investing in.  For comparison, here is a list of the top 20 LSE-listed real estate investment trusts (sometimes called “UK-REITs” or “L-REITs” for short) along with links to their financial data on WSJ.com: WSJ […]