US Equity REITs vs Mortgage REITs - owners made 13x as much as lenders

US Equity REITs vs Mortgage REITs vs Physical Property: 2 charts

Posted Leave a commentPosted in Charts, Investing

I’ve spoken and written extensively on real estate investment trusts (REITs), but just came across these two charts comparing the performance of US equity REITs vs mortgage REITs, and the long-term total return of US REITs vs physical real estate. Chart #1: Performance of equity REITs vs mortgage REITs Equity REITs own properties, and collect […]

Top US Real Estate Investment Trusts (REITs) by Dividend Yield and Growth

Top 12 US Real Estate Investment Trusts (REITs) by Dividend Yield and Growth

Posted Leave a commentPosted in Lists

So far, many of the most read posts on this website have been my lists of real estate investment trusts (REITs), especially my post this time least year about the top 200 US real estate investment trusts by market cap.  As mentioned, US REITs and REIT funds tend to be especially well suited to IRA, […]

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

Posted Leave a commentPosted in Investing, Lists

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

Posted Leave a commentPosted in Investing, Lists

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

Posted Leave a commentPosted in Events, Investing, Lists

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

Posted Leave a commentPosted in Investing, Lists

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

Posted Leave a commentPosted in Investing, Lists

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

Posted 1 CommentPosted in Investing, Lists

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 […]

US at night

Top 200 US-listed Real Estate Investment Trusts (REITs) by Market Cap as of 2017Q3

Posted Leave a commentPosted in Investing, Lists

The US is by far the largest market for listed real estate investment trusts (REITs), with over US$1 trillion in market cap, including some large foreign REITs trading over the counter as ADRs.  US REITs are especially attractive for IRA and other tax-deferred accounts.  For reference, here is a list of 200 of the largest […]