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REIT ETF

Index tracking funds and ETFs
moneybagz
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REIT ETF

#333681

Postby moneybagz » August 16th, 2020, 7:11 pm

I'm trying to find an ETF for my REIT allocation. I've come across two:

IWDP - iShares Dev Mkts Prop Yield UCITS (0.59%) Fund Size 2182m USD
EPRA - Amundi FTSE EPRA/NAREIT Global ETF (0.24%) Fund Size 672m EUR

As the two funds are similar, would it make sense to go for the lowest cost of the two?

Thanks

JohnW
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Re: REIT ETF

#333724

Postby JohnW » August 16th, 2020, 10:50 pm

Do they follow an index, or are they 'active' management funds? Is it a suitable index: cap/equal weighted; broad based; upstart or long established? How closely do they track their index? Do they use 'synthetic' methods bringing counter-party risks eg they lend their holdings, or use futures contracts?
Does the ETF have a long enough history to be give confidence it will persist? Are there other costs like transactional costs not included in the x.y% figure? Are they currency hedged?
With a lot of money for a long time, the cost difference would mount up; a lot less so with smaller for shorter.
Perhaps most important of all: is this a better choice that just putting the money in a low cost global tracker which will have real estate holdings included?

pbarne
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Re: REIT ETF

#333731

Postby pbarne » August 16th, 2020, 11:39 pm

I've been looking at the same ETFs. Have you checked you can easily trade both on your
chosen platform? I found EPRA is quite illiquid and may require telephone dealing and/or
a large bid/offer spread, so I went with IWDP in spite of the higher charges.
IWDP also has a longer history.

torata
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Re: REIT ETF

#333830

Postby torata » August 17th, 2020, 12:28 pm

I have
HSBC ETF plc FTSE EPRA/NAREIT Developed (HPRO) at 0.4% charge

torata

Degsy67
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Re: REIT ETF

#334126

Postby Degsy67 » August 18th, 2020, 2:14 pm

I use IUKP for UK property and GBRE for global property.

Degsy

moneybagz
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Re: REIT ETF

#334215

Postby moneybagz » August 18th, 2020, 9:07 pm

cheers for the replies


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