Investment Themes

Listed real estate investment trusts

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Investment Themes

Listed real estate investment trusts (REITs) are companies that own, operate or finance real estate (housing, offices, shops, hospitals, retirement homes, infrastructure, etc.). They own and manage these properties and earn income from the rents they receive.

The first REIT was launched in the United States in 1960 to give investors and individuals easy access to the commercial real estate sector. It was the US Congress that promoted this type of investment at the time. </Since then, these companies have often been sought after by investors looking for a regular and stable income over time. These investments offer many benefits. They are mostly liquid stocks with a lot of trading every day, accessible at the click of a button from an ordinary stock account, offering a source of diversification into real and tangible assets, a more stable return than most stocks in other sectors and generating long-term performance. On this last point, the FTSE Nareit All Equity REITs, the broad index of all REITs in the world, has achieved an annualized performance of more than 11% per annum over the last 30 years (1991-2021), outperforming the S&P 500 index.

These companies do not pay tax on their profits but must meet certain criteria as we have listed them below. 

To qualify as a REIT, a company must:

  • be at least 75% invested in property. 
  • receive a minimum of 75% of its gross income from rents and/or mortgage interest and/or the sale of property. 
  • pay out at least 90% of its profits as dividends to its shareholders each year (and 100% if operating in Canada). 
  • be a taxable entity like a corporation. 
  • be managed by a Board of Directors or Trustees. 
  • have at least 100 shareholders. 
  • have no more than 50% of its shares held by five or fewer people. 

The European equivalent of REITs: SIICs

REIT must pay back 90% of total income to shareholders. 

This thematic list includes the main REITs listed worldwide and classified by market capitalization. 

Our selection

Real Estate
Other Specialized REITs
389.82Cr +28.03%
Financials
Investment Management
257.94Cr +32.98%
Real Estate
Retail REITs
132.84Cr +20.23%
Real Estate
Healthcare REITs
14TCr +59.39%
Real Estate
Other Commercial REITs
242.88Cr +28.35%
Real Estate
Healthcare REITs
329.62Cr +38.73%
Real Estate
Healthcare REITs
3.79TCr +37.54%
Real Estate
Diversified REITs
533.62Cr +7.49%
Real Estate
Healthcare REITs
115.5Cr +106.96%
Real Estate
Self-Storage REITs
254.19Cr +19.44%
Real Estate
Retail REITs
25Cr +3.93%
Real Estate
Office Real Estate Development
236.15Cr +48.40%
Real Estate
Industrial REITs
12TCr +19.84%
Real Estate
Other Commercial REITs
1.27TCr -0.83%
Real Estate
Diversified REITs
611.72Cr +3.42%
Real Estate
Other Commercial REITs
109.66Cr +20.16%
- - 224.26Cr -
Real Estate
Mortgage REITs
196.72Cr -8.17%
Real Estate
Healthcare REITs
841.84Cr +39.48%
Real Estate
Industrial REITs
766.06Cr +14.48%
Real Estate
Mortgage REITs
16Cr +46.87%
Real Estate
Other Real Estate Development & Operations
509.68Cr +9.83%
Real Estate
Other Commercial REITs
244.87Cr +15.76%
Real Estate
Industrial REITs
175.98Cr +7.32%
Real Estate
Mortgage REITs
205.99Cr +10.04%
Real Estate
Healthcare REITs
331.52Cr +2.20%
Real Estate
Other Commercial REITs
182.18Cr +17.84%
Real Estate
Industrial REITs
958.19Cr +11.39%
Real Estate
Industrial REITs
122.3Cr +9.96%
Real Estate
Industrial REITs
287.75Cr +19.29%
Real Estate
Healthcare REITs
1.35TCr +20.71%
Real Estate
Diversified REITs
160.38Cr +25.27%
Real Estate
Other Commercial REITs
552.13Cr +31.26%
Real Estate
Industrial REITs
177.76Cr +14.21%
Financials
Other Holding Companies
1.33TCr +0.10%
Real Estate
Industrial REITs
643.95Cr +2.93%
Real Estate
Other Commercial REITs
159.6Cr +17.89%
Real Estate
Residential REITs
106.4Cr -6.26%
Real Estate
Mortgage REITs
60Cr +2.36%
Real Estate
Other Commercial REITs
212.22Cr +26.48%
Real Estate
Diversified REITs
60Cr +20.22%
Real Estate
Other Commercial REITs
278.66Cr +7.47%
Real Estate
Other Commercial REITs
171.46Cr +8.16%
Real Estate
Industrial REITs
663.11Cr +28.92%
Real Estate
Industrial REITs
724.4Cr +12.74%
Real Estate
Other Real Estate Development & Operations
1.17TCr +18.62%
- - 138.47Cr -
Real Estate
Healthcare REITs
95Cr +17.75%
Real Estate
Other Specialized REITs
1.35TCr +8.01%
Real Estate
Other Commercial REITs
1.49TCr +24.78%
Real Estate
Mortgage REITs
1.56TCr +23.61%
Real Estate
Office Real Estate Development
265.98Cr -0.26%
Real Estate
Residential REITs
208.46Cr +9.80%
Real Estate
Other Commercial REITs
58Cr -8.98%
Real Estate
Other Commercial REITs
322.05Cr +18.39%
Real Estate
Residential REITs
161.42Cr +15.33%
Real Estate
Diversified REITs
124.09Cr +28.00%
Real Estate
Retail REITs
103.11Cr +37.94%
Real Estate
Office REITs
122.31Cr +27.02%
Real Estate
Other Commercial REITs
103.36Cr +27.24%
Real Estate
Other Real Estate Development & Operations
798.01Cr +8.38%
Real Estate
Mortgage REITs
1.14TCr +13.90%
Real Estate
Other Real Estate Development & Operations
273.87Cr -3.14%
Real Estate
Office REITs
175.01Cr +16.06%
Real Estate
Diversified REITs
447.54Cr +14.38%
Real Estate
Hospitality REITs
178.24Cr -3.88%
Real Estate
Diversified REITs
175.92Cr +24.03%
Real Estate
Residential REITs
167.65Cr +22.22%
Real Estate
Healthcare REITs
339.8Cr +34.89%
Real Estate
Other Specialized REITs
34Cr -15.94%
Real Estate
Office REITs
313.58Cr +17.09%
Real Estate
Diversified REITs
129.05Cr +13.29%
Real Estate
Healthcare REITs
480.75Cr +11.09%
Real Estate
Industrial REITs
140.34Cr +18.97%
Real Estate
Retail REITs
847.93Cr +3.18%
Real Estate
Retail REITs
178.98Cr +4.03%
Real Estate
Other Commercial REITs
177.66Cr +10.68%
Real Estate
Office REITs
96Cr +20.78%
Real Estate
Diversified REITs
111.96Cr +28.91%
Real Estate
Other Specialized REITs
5.66TCr -7.64%
Real Estate
Other Real Estate Development & Operations
558.51Cr -13.23%
Real Estate
Office REITs
223.93Cr +29.00%
Real Estate
Healthcare REITs
205.63Cr +23.84%
Real Estate
Office Real Estate Development
264.63Cr +2.97%
Real Estate
Diversified REITs
180.83Cr -11.23%
Real Estate
Residential REITs
130.57Cr -20.71%
Real Estate
Hospitality REITs
281.06Cr +20.68%
Real Estate
Other Commercial REITs
67Cr -7.69%
Real Estate
Retail Real Estate Development
162.84Cr -0.32%
Real Estate
Retail REITs
5.96TCr +4.56%
Real Estate
Healthcare REITs
373.53Cr +13.74%
Real Estate
Office REITs
28Cr +25.91%
Real Estate
Retail REITs
225.49Cr +0.75%
Real Estate
Industrial REITs
325.63Cr -.--%
Real Estate
Residential REITs
1.2TCr -9.29%
Real Estate
Residential REITs
151.46Cr +11.72%
Real Estate
Diversified REITs
607.31Cr -0.86%
Real Estate
Other Commercial REITs
341.98Cr +10.76%
Real Estate
Retail Real Estate Development
252.58Cr +34.25%
Real Estate
Mortgage REITs
28Cr -12.90%

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Listed real estate investment trusts