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Income & PreservationReal estate incomeIncome / RetirementIncomeIncome orientedModerateMedium complexity

Global Real Estate Income

An income portfolio built from global REITs, dividend stocks and bonds.

Asset allocation

Global REITs
50%
Dividend Stocks
25%
Bonds
25%
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History

Blends the real-estate income tradition with dividend and fixed-income sleeves.

Philosophy

Diversify income sources across property, companies and bond coupons.

Performance

How this allocation behaved across modern markets

Annual rebalancing, local bond and cash proxies where relevant, and optional inflation adjustment through CPI.

Open full performance view
1976-2024Log scale
191x55.5x16.1x4.69x1.36x19761988200020122024

CAGR

11.2%

1976-2024

Max drawdown

-24.9%

Volatility

12.1%

Worst year

-20.7%

2008

Implementation

Local products and proxies

Global · Global Real Estate Income implementation

Long-term individual investor

Use broad, low-cost funds or ETFs matching each asset class.

Account notes: Implementation depends on local account types and tax wrappers.

Costs: Prefer low-cost, liquid vehicles.

Rebalancing: Annual rebalancing or tolerance bands.

Tax: Country-specific tax treatment should be reviewed before implementation.

Product names are implementation examples for research. Availability, taxation, share classes and suitability should be checked with the investor's broker and tax situation.

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