History
UCITS ETFs made diversified REIT exposure easier for non-US investors.
Philosophy
Use a single broad fund when the goal is simple global property beta.
Real Assets & Monetary RefugeProperty / REIT ownershipReal Assets / Hard AssetsInflation hedgeREIT heavyGrowthLow complexity
UCITS Global REIT Portfolio
A European UCITS proxy for global listed real estate exposure.
Asset allocation
Global REITs
100%Performance
How this allocation behaved across modern markets
Annual rebalancing, local bond and cash proxies where relevant, and optional inflation adjustment through CPI.
1972-2024Log scale
CAGR
11.0%
1972-2024
Max drawdown
-47.5%
Volatility
18.1%
Worst year
-37.7%
2008
Implementation
Local products and proxies
Global · UCITS Global REIT Portfolio 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.
Similar portfolios
Adjacent ideas in the atlas
Global REIT Portfolio
A pure listed real-estate portfolio using global REIT exposure.
Global REITs100%
Equal Real Assets Portfolio
An equal-weight real-assets allocation across REITs, gold, commodities and TIPS, designed to diversify inflation and scarcity exposures.
REITs25%
Gold25%
Commodities25%
TIPS25%
Hard Assets Portfolio
An aggressive hard-assets portfolio built from gold, commodities, REITs and cash.
Gold35%
Commodities30%
REITs25%
Cash10%
REITs & Gold Portfolio
A compact real-assets blend of listed property, gold and bonds.
REITs40%
Gold30%
Bonds30%
Stocks REITs Gold Portfolio
A compact real-assets equity portfolio with stocks, REITs and gold.
Stocks50%
REITs25%
Gold25%