Real Estate REIT Focus Portfolio

Concentrated exposure to real estate through publicly traded REITs.

Allocation Breakdown

4 Assets

US REITs

International REITs

US Stocks

Bonds

Target Allocation

Asset Class	Weight	Example Ticker
US REITs	40%	VNQ
International REITs	20%	VNQI
US Stocks	25%	VTI
Bonds	15%	BND

Risk Level

Moderate to High

Rebalance Frequency

Quarterly

Advantages

High dividend yields
Real estate diversification
No property management required
Liquid and transparent

Disadvantages

Interest rate sensitive
Can be volatile despite high yields
Tax-inefficient dividends in many jurisdictions
Concentrated in one sector

About This Portfolio

The REIT Focus Portfolio provides concentrated exposure to real estate through publicly traded Real Estate Investment Trusts. REITs are required to distribute at least 90% of taxable income as dividends, making this portfolio ideal for income seekers.

Historical Context

REITs were created by US Congress in 1960 to give everyday investors access to commercial real estate. The sector has since expanded globally and now spans residential, commercial, healthcare, data centre, and tower REITs.

Who It's For

Income-focused investors who want real estate exposure without the hassle of owning physical property.

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