I’ve been toing and froing on this one for a while and I was hoping people could chime in with their opinions to help me settle the matter once and for all. In a nutshell: I’m trying to decide whether to add allocations to property and/or infrastructure ETFs/ITs within my portfolio. I’m only talkin…

Yay. Property is limited, and Infrastructure is the future.

I’m much more inclined to add infrastructure. Anyone got thoughts on specific ITs and ETFs? I’d probably favour the former because it strikes me as a sector where an active management approach should have an edge. HICL and 3IN are two that jump to mind although I’m yet to do any real DD (this even…

Infrastructure is a segment of property. And infrastructure have several sub-segments. I rather prefer infrastructure than real estate in general. Have a look in here, the performance of US REITs in their association website: REIT Sectors REITs invest in the majority of real estate pr…

Good point, real estate would have been a more accurate descriptor. I will add that to my reading list, thank you.

Like the infrastructure, I like other segments of REITs, instead of buying a more diversified ETF/IT. Besides infrastructure, what kind of property do you like? Residential, Malls/Shopping Centers/Shops, Office, Industrial, Leisure, Health, Agriculture/Timber, Data centers, Specialized,… In infras…

I’d prefer relatively broad exposure rather than picking individual Reits and so on. If I was to go the Reits route, I’d probably favour warehousing, data centres, cell towers etc but I don’t yet know enough about the subject, so they’d be relatively arbitrary decisions. I’ve also recently moved f…

Technically: yes :slight_smile: about 23% of my portfolio is REITs but as @Vedran would put it nicely I’m more on the “bunkered up” side of the spectrum rather than shopping centre lets. These are companies that provide data centre and/or communication towers (with a 5G emphasis) that are structure…

Thanks. Those Reits do seem relatively iron-clad compared to BLND etc. Everyone seems to be unanimously in favour of adding a property allocation, so I’ll probably do so. I’d like to avoid adding a tonne of extra securities, so it’ll probably be a handful of ETFs and/or ITs.

[image] kali: |Crown Castle International Corp. (REIT)|22|12.22%|4.09%| |American Tower Corporation (REIT)|22|12.22%|4.09%| |SBA Communications Corporation|20|11.11%|3.72%| One question, considering your weight in Telecommunication Towers (even higher in the VNQ ETF, based on your pie …

Property funds – yay or nay?

📊 Investing

RLX June 3, 2021, 7:21pm 8

Fortunately, you can invest in the REITs’ segments through ITs, perhaps less through ETFs. E.g. Renewable Infrastructure ITs.

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Property funds – yay or nay?

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