Solactive BBVA US REITs
Overview
Real Estate Investment Trusts present an outstanding opportunity to gain exposure to the Real Estate sector through a liquid, diversified and tax-efficient vehicle.
US REITs have outperformed steadily the S&P 500 during the past twenty years. Furthermore, they tend to behave especially well in periods of high inflation, acting as a shelter, as rental fees tend to be CPI-linked.
Solactive BBVA US REITs Index selects the best positioned US REITs, that offer a recurrent dividend income source, avoiding excessive financial leverage in the undertakings and providing a critical hedge against raging inflation.
Key Metrics
Category
Smart Beta
Theme
Real Estate
Asset Class
Equity
Region
US
Weighting
Market cap, tilted by
dividend yield
# Constituents
30
Key Facts
- Long-only Equity thematic investment strategy focused on US REITs.
- Investment universe: US large and mid cap REITs.
- Applies liquidity, market cap and excess financial leverage filters.
- Initial weights are based on market cap and tilted by dividend yield. Final weights are dispersion-corrected.
- Available version specially crafted for investors who prefer a hedged version in Mexican Peso and require constituents to be listed in the Sistema Internacional de Cotizaciones (SIC).
Disclaimer
DISCLAIMER Solactive
The financial instrument is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Index and/or Index trade mark or the Index Price at any time or in any other respect. The Index is calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the index is calculated correctly. Irrespective of its obligations towards the Issuer, Solactive AG has no obligation to point out errors in the Index to third parties including but not limited to investors and/or financial intermediaries of the financial instrument. Neither publication of the Index by Solactive AG nor the licensing of the Index or Index trade mark for the purpose of use in connection with the financial instrument constitutes a recommendation by Solactive AG to invest capital in said financial instrument nor does it in any way represent an assurance or opinion of Solactive AG with regard to any investment in this financial instrument.