Why Global Real Estate
Global real estate historically has improved a traditional portfolio.1,2
1/1/2001—12/31/2024 (AnnuÂalÂized)
Returns & Volatility—0% GRE
- Bonds
- Stocks‎‎
-
Average Return
7.4%
-
Volatility
11.3%
1/1/2001—12/31/2024 (AnnuÂalÂized)
Returns & Volatility—10% GRE
- Bonds
- Stocks
- Global Real Estate
-
Average Return
7.4%
-
Volatility
10.6%
1/1/2001—12/31/2024 (AnnuÂalÂized)
Returns & Volatility—20% GRE
- Bonds
- Stocks
- Global Real Estate
-
Average Return
7.4%
-
Volatility
9.9%
Global real estate has provided a competitive source of income.
- Direct owned real estate (global) represented by the msci global
- Corporate Bonds (U.S.) Represented by Bank of America Merrill Lynch US Corp Master Total Return Index
- corporate bonds (global) represented by BLOOMBERG BARCLAYS GLOBAL AGGREGATE CORPORATE INDEX
- Stocks (US) represented by DIVIDEND YIELD OF S&P 500 INDEX
- TREASURY BILLS (T-BILLS) represented by THE BANK OF AMERICA MERRILL LYNCH 0-3 MONTH U.S. TREASURY BILL INDEX
1/1/2007 — 12/31/2024
Average Annual Yield Comparison3
Expanding opportunity with global reach.
- Global real estate income has outpaced U.S. inflation
- Global real estate cycles have provided varied buy/​sell opportunities
- Attractive total returns with the potential for lower volatility4