Global Real Estate Securities Fund (2024)

FAQs

Is global real estate a good investment? ›

Housing Returns Have Been Strong Globally Too

Investing internationally may have more risk for American buyers, who are less likely to know local rules and regulations in foreign countries; however, global markets may offer opportunities for a higher return.

Global investing enables you to access investment opportunities that are not present domestically. Developed markets like the US are home to some of the world's largest tech companies – something you cannot access by investing in India. You may even choose a theme or a combination of multiple sectors.

ETFs tend to be less volatile than individual stocks, meaning your investment won't swing in value as much. The best ETFs have low expense ratios, the fund's cost as a percentage of your investment. The best may charge only a few dollars annually for every $10,000 invested.

A Real Estate Investment Trust (REIT) is the type of real estate investment that must distribute 95% of its income to its beneficiaries.

Which real estate investments are the most profitable? Commercial real estate investments tend to have higher income potential than other types of investments, with the added benefit of longer leases and lower vacancy rates.

As with any investment, international investing carries risks, including some unique to international markets, such as currency risk or changes to economic, political, or regulatory conditions.

But just like any other growth asset, you should accept that an allocation to global equities comes with potential for short-term volatility and loss of capital. Global equity investments are for investors seeking capital growth; however you must be prepared to accept a high to very high amount of risk.

Health programs supported by the Global Fund partnership have saved 59 million lives since we were created in 2002, reducing the combined death rate from HIV, TB and malaria by more than half.

What is the best ETF to buy right now? ›

The REIT's ownership (which must be proven by transferable shares or by transferable certificates of beneficial interest) must be held by at least 100 shareholders for at least 335 days of a 365-day calendar year (or equivalent thereof for a short tax year) for the second taxable year and beyond.

A REIT will be closely held if more than 50 percent of the value of its outstanding stock is owned directly or indirectly by or for five or fewer individuals at any point during the last half of the taxable year. This is commonly referred to as the 5/50 Test.

Even with a challenging market, REITs are considered a staple for many investment portfolios thanks to the 90% rule. As the name implies, this rule stipulates that real estate trusts must distribute 90% of their taxable earnings to existing shareholders.

The global Real Estate Market size was valued at USD 9.8 trillion in 2023 and is predicted to reach $14.5 Trillion by 2030, at a CAGR of 6% from 2024 to 2030.

Investors interested in real estate may want to consider markets outside their own borders. From potential returns to portfolio diversification, purchasing international property comes with its perks.

Owning a piece of real estate in a foreign country doesn't just give you the opportunity to diversify… Depending on what you buy, your overseas property can help grow your nest egg… or provide you a steady income in your new life overseas.