( SHO), Pebblebrook Hotel Trust ( PEB), Park Hotels & Resorts Inc. This fund has made some strategic investments in equity and preferred stocks of hotels and hotel REITs, such as Host Hotels & Resorts, Inc. There is a significant investment in renowned US based companies in those sectors with an objective of earning a steady return in the form of dividend. IGR has rightly invested in similar companies across Japan, United Kingdom, Mexico, Hong Kong, Singapore, Australia, and Continental Europe.Īt the same time, investments in office, hotel, and healthcare related real estate businesses in non-US markets is just above 5 percent. For example, if someone thinks that warehousing, and logistics based real estate companies have good future prospects, he/she needs to invest in equity shares of such companies in all the major logistic hubs. These companies have generated significant positive returns, amid all types of chaos in the US financial market.Īnother 25 percent of investments in similar companies in non-US markets signify that IGR understands the importance of investing in the right segments and diversifying it around the globe. ( LSI), National Storage Affiliates Trust ( NSA) and Duke Realty Corporation ( DRE). In the US market, IGR's most productive investments (22 percent of entire fund) are in various REITs primarily engaged in warehousing, logistics and diversified real estate services such as Prologis Inc ( PLD), CubeSmart ( CUBE), Extra Space Storage Inc. Almost 65 percent of IGR's funds is invested in these segments.
The Retail REITs, Specialized REITs (Tower, Data Center, Net Leased) and Residential REITs fall in between. IGR has invested 47 percent of its holdings in these three segments. The best performing segments are Industrial REITs, Storage REITs, and Diversified REITs. The worst performing segments are office REITs, Hotel REITs, and Healthcare REITs - where this fund has invested 23 percent of its total funds. REITs, especially in the US equity market, can be classified into three categories according to their performance. IGR benchmarks its performance against FTSE EPRA Nareit Developed Index IGR's Diversified Global Portfolio This trust primarily seeks high current income with capital appreciation as a secondary objective. This New York Stock Exchange (NYSE) traded fund invests in public equity markets across the globe. "Real estate equity securities" include common stocks, preferred securities, warrants and convertible securities issued by global real estate companies, such as real estate investment trusts (REITs). CBRE Clarion Global Real Estate Income Fund ( NYSE: IGR) is an actively managed closed-end fund that invests in various types of real estate equity securities.
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