Partnership
MarketVector IndexesTM has partnered with Brad Thomas CEO of Wide Moat Research, an independent investment research firm, to leverage their proprietary research and insights on Real Estate Investment Trusts (REITs). The iREIT®-MarketVectorTM Quality REIT Index employs Wide Moat Research's proprietary factor-based strategy and high-quality research to concentrate on premium real estate companies, seeking growth and income potential while maintaining sector diversification through exposure to various REIT subsectors.
Methodology
The index maintains broad market exposure by including various REIT sectors, ensuring diversification while maintaining high-quality standards across its components.
Companies are selected from the iREIT Equity REIT-100 universe. The index includes 75% high-quality REITs, 20% value REITs, and 5% preferred stocks, creating an all-weather real estate portfolio leveraging a systematic six-pillar approach.
Key benefits & highlights
Real estate remains an important component of well-diversified portfolios seeking both capital appreciation and income and has historically added value in high inflationary environments. The methodology driving this index can fill a gap in the US-listed real estate market when used to underly a diversified portfolio of leading REITs rigorously screened for quality and valuation factors.