The Growing Case for Global REITs

Fast growth potential and diversification could make a strong case for going global with real estate—and listed real estate is arguably the only practical way to do it.

Many REITs investors still think of REITs as a predominantly U.S. market, or else they assume that U.S. REITs assets are sufficiently international that it is unnecessary to go elsewhere for global exposure. In this paper, we argue that non-U.S. markets can deliver real diversification benefits and are growing too fast to ignore—with the potentially huge Chinese and Indian markets only just taking off.

The REITs Market is Now Substantially Global

Source: FactSet. UBS. Data as at June 30, 2020. For illustrative purposes only.