Global Real Estate Fund Suggestions

BenWP

I would like help choosing a global real estate fund. Schwab is touting its new SFREX, Fundamental Global Real Estate Index Fund. As it is based on a Russell fundamental index, I thought I could find some performance figures on that index, but all I can find are its composition, country allocation, and raison d‘être. Were I to buy an OEF GRE fund, it would have to be NTF at Schwab or TDAmeritrade, but I would also consider an ETF or CEF. Here’s a link to the Schwab fund and its rationale:

http://content.schwab.com/web/retail/public/globalrealestate/

Any suggestions welcome.

scott

I'll leave it to others to suggest global RE mutual funds, but I'll say that any investment in RE should be DCA, as I think RE names have run up significantly with people globally desperate for yield. I really like RE, but find most of the names I look at unappealing or very unappealing at these levels. I expect there will likely be a fallout in REITs at some point when someone hints at rate increases (similar to some degree to the REIT obliteration during the "taper tantrum" a year or two ago.)

I continue to own a number of individual RE names.

Edited to add: and just as I write this, CNBC pimping Pimco's ultra-volatile (although admittedly successful - especially when RE is doing well, horrendous when it's not) Real Estate Real Return fund.

Ted

@BenWP: U.S. News & World Report ranking of Global Real Estate Funds.
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/rankings/global-real-estate

catch22

@BenWP

In addition to Ted's nice list, is this category listing from M*. You may sort the year returns with clicking onto the year at the column top.
Also, I don't think you can buy the DFA funds without a separate account with them; or via an advisor.

Catch

JohnChisum

I have held ARYVX since inception. It has been for the most part a steady earner. Right now it is about 4% of my portfolio. I agree with @scott, a DCA plan would be better here.

LLJB

I hold TVRVX, which was discussed in this month's commentary, and I've been happy for the last few years. I agree with others on the DCA plan.

TSP_Transfer

Russell Fundamental Global Select Real Estate Index
TOTAL RETURNS AS OF FEBRUARY 03, 2015
DAILY MTD YTD 1YR 3YR 5YR 10YR
0.58 0.82 4.96 23.97 15.71 15.57 10.34
http://www.russell.com/indexes/americas/indexes/fact-sheet.page?ic=D54907

BenWP

Thanks for steering me to the information I could not find on M* or at the Russell site. I appreciate it.