With WeWork having recently unveiled its prospectus ahead of its large upcoming IPO, we decided to look into alternative investments with exposures to the real estate market and have prepared a league table with the top-performing real estate funds.
While WeWork leases temporary office space to small companies such as startups as well as larger enterprises, a real estate exchange-traded fund (ETF), holds multiple baskets of real-estate securities and offers an especially liquid, low-cost way to invest in the real estate asset class.
Although the returns are less than, say, owning and leasing an entire building, the risk is lower. A REIT ETF (Real-Estate-Investment-Trust) invests in multiple real estate companies at once, creating further diversification and mitigating an investor’s exposure.
Let’s have a look at their best performing Funds with Real Estate Exposures so far this year, as reported on the Edgefolio platform.
Top Performing Funds with Real Estate Exposures
|Rank||Company||Fund Name||Last Month||YTD||3 Years||CAGR||AUM (M$)|
(Fund criteria used: Track Record > 3 Yrs, AUM >1 BN, Real Estate Exposures)
Access the in-depth analysis to view additional measures for this fund group, including relative measures, historical absolute returns, risk and reward analysis and more. You can analyse each of the funds in this group and customise your own fund comparisons on Edgefolio.com. To find out more, contact us for a demo. Sign up to our newsletter for further updates like this from our blog.
Data provided by Morningstar. Care has been taken to ensure that the information is correct, but Edgefolio neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.