Comparative Analysis of Global Real Estate ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AMT?
Source: Fool
- Cost and Yield Comparison: The iShares Global REIT ETF (REET) has an annual expense ratio of 0.14%, significantly lower than FlexShares Global Quality Real Estate Index Fund (GQRE) at 0.45%, making REET more appealing for cost-conscious long-term investors, while GQRE's 4.5% dividend yield attracts income-seeking investors.
- Asset Size and Liquidity: REET boasts $4.6 billion in assets under management and holds 325 global real estate stocks, offering greater liquidity and diversification, whereas GQRE has only $357 million in assets and 174 holdings, resulting in lower liquidity despite its focus on real estate companies.
- Risk and Return Analysis: Over the past five years, REET experienced a maximum drawdown of 32.06%, compared to GQRE's 35.07%, indicating that while both ETFs have delivered nearly identical returns over ten years, GQRE exhibits slightly higher volatility, reflecting a disadvantage in risk management.
- Investment Timing and Market Outlook: With interest rates stabilizing and the Federal Reserve signaling potential rate cuts, 2026 could be an opportune time to invest in these ETFs, where REET's diversification and scale offer liquidity advantages, while GQRE may appeal to those prioritizing higher dividends.
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Analyst Views on AMT
Wall Street analysts forecast AMT stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 185.070
Low
185.00
Averages
211.45
High
254.00
Current: 185.070
Low
185.00
Averages
211.45
High
254.00
About AMT
American Tower Corporation is a global real estate investment trust (REIT) and an independent owner, operator and developer of multitenant communications real estate with a portfolio of nearly 150,000 communications sites and a highly interconnected footprint of United States data center facilities. The Company's segments include U.S. & Canada property, Africa & APAC property, Europe property, Latin America property, Data Centers and Services. The Company’s primary business is leasing space on multitenant communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. The Company’s Data Centers segment relates to data center facilities and related assets that it owns and operates in the United States. Its Services segment offers tower-related services in the United States, including AZP, structural and mount analyses, and construction management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Comparative Analysis of Global Real Estate ETFs
- Cost and Yield Comparison: The iShares Global REIT ETF (REET) has an annual expense ratio of 0.14%, significantly lower than FlexShares Global Quality Real Estate Index Fund (GQRE) at 0.45%, making REET more appealing for cost-conscious long-term investors, while GQRE's 4.5% dividend yield attracts income-seeking investors.
- Asset Size and Liquidity: REET boasts $4.6 billion in assets under management and holds 325 global real estate stocks, offering greater liquidity and diversification, whereas GQRE has only $357 million in assets and 174 holdings, resulting in lower liquidity despite its focus on real estate companies.
- Risk and Return Analysis: Over the past five years, REET experienced a maximum drawdown of 32.06%, compared to GQRE's 35.07%, indicating that while both ETFs have delivered nearly identical returns over ten years, GQRE exhibits slightly higher volatility, reflecting a disadvantage in risk management.
- Investment Timing and Market Outlook: With interest rates stabilizing and the Federal Reserve signaling potential rate cuts, 2026 could be an opportune time to invest in these ETFs, where REET's diversification and scale offer liquidity advantages, while GQRE may appeal to those prioritizing higher dividends.
See More
Comparison Analysis of GQRE and REET
- Cost and Yield Comparison: GQRE charges over three times the fees of REET but offers a dividend yield that is one percentage point higher, making it more appealing for income-seeking investors, although long-term cost-conscious investors may be wary of the higher expenses.
- Asset Management Scale: REET boasts significantly larger assets under management compared to GQRE, with billions versus $357 million, providing REET with advantages in liquidity and market influence, making it suitable for investors focused on liquidity.
- Holdings and Risk Assessment: GQRE holds only 174 securities while REET has 325; despite both funds delivering nearly identical returns over the past decade, GQRE's five-year maximum drawdown of 35% is slightly higher than REET's 32%, indicating greater volatility in GQRE.
- Market Outlook and Investment Strategy: With interest rates stabilizing and the Federal Reserve signaling rate cuts, 2026 could be a favorable time to invest in these real estate ETFs, requiring investors to choose based on their income needs and risk tolerance.
See More
Comparison of International Real Estate ETFs
- Cost and Yield Differences: HAUZ's expense ratio stands at 0.10%, significantly lower than GQRE's 0.45%, and while GQRE offers a slightly higher yield by 0.1 percentage points, HAUZ's lower costs make it more attractive for long-term investors.
- Return and Risk Comparison: Over the past five years, a $1,000 investment in GQRE grew to over $1,200, while HAUZ only reached $1,039; despite GQRE's higher expenses, its focus on U.S. real estate may provide greater stability.
- Portfolio Composition: HAUZ holds 413 securities with 96% in real estate, reflecting its diversification in international markets, whereas GQRE focuses entirely on U.S. real estate with 174 securities, indicating a preference for large U.S.-listed REITs.
- Market Outlook and Strategy: With potential interest rate declines from the Federal Reserve, HAUZ's portfolio of international securities may be undervalued following market downturns, and although GQRE offers higher yields, HAUZ's cost advantage may lead to better performance in the coming years.
See More
Four Top Dividend Growth Stocks to Invest In
- American Tower Dividend Increase: American Tower recently raised its dividend by 5.3%, pushing its yield to 3.7%, significantly above the S&P 500's 1.2%, and is expected to benefit from 5G deployment and cloud demand growth, driving earnings growth and sustaining its high dividend.
- Energy Transfer Expansion Plans: Energy Transfer has increased its distribution by over 3% in the past year, currently yielding over 7%, and plans to invest over $5 billion in organic expansion projects this year to meet surging natural gas demand, expecting to continue increasing its distribution by 3% to 5% annually.
- NextEra Energy's Sustained Growth: NextEra Energy recently hiked its dividend by 10% and aims for over 8% annual adjusted earnings growth through 2035 by investing in clean energy and electricity transmission, with plans to increase dividends by 6% annually in 2027 and 2028.
- Realty Income's International Expansion: Realty Income has declared its 134th dividend increase since its 1994 listing, currently yielding around 5%, and plans to invest $8 billion this year, continuing to support dividend growth through acquisitions of income-producing real estate.
See More
REITs Offer a Secure Haven Amidst Concerns Over Iran and AI
- Return to Reality: The article emphasizes the importance of reconnecting with the real world after a period of isolation or distraction.
- Embracing Change: It encourages readers to embrace the changes and challenges that come with re-engaging in everyday life.
See More
AST SpaceMobile Achieves Significant Revenue Growth While Expanding Operations
Stock Performance: AST SpaceMobile shares experienced significant volatility, gaining over 46% in January before falling nearly 29%, but saw a 6% rise following a positive market reaction to its earnings report on March 3.
Revenue Growth: The company reported quarterly revenue of $54.31 million, exceeding analyst expectations and marking a year-over-year growth rate of nearly 2,758%, despite a loss per share of 26 cents.
Future Contracts: AST SpaceMobile secured over $1.2 billion in contracted revenue commitments for 2025, indicating strong future prospects and a growing list of clients, including major telecommunications companies.
Market Positioning: The company is positioning itself as a key federal government contractor, having recently secured a $30 million prime contract from the U.S. Space Development Agency, enhancing its role in national security communications.
See More
Comparative Analysis of Global Real Estate ETFs
- Cost and Yield Comparison: The iShares Global REIT ETF (REET) has an annual expense ratio of 0.14%, significantly lower than FlexShares Global Quality Real Estate Index Fund (GQRE) at 0.45%, making REET more appealing for cost-conscious long-term investors, while GQRE's 4.5% dividend yield attracts income-seeking investors.
- Asset Size and Liquidity: REET boasts $4.6 billion in assets under management and holds 325 global real estate stocks, offering greater liquidity and diversification, whereas GQRE has only $357 million in assets and 174 holdings, resulting in lower liquidity despite its focus on real estate companies.
- Risk and Return Analysis: Over the past five years, REET experienced a maximum drawdown of 32.06%, compared to GQRE's 35.07%, indicating that while both ETFs have delivered nearly identical returns over ten years, GQRE exhibits slightly higher volatility, reflecting a disadvantage in risk management.
- Investment Timing and Market Outlook: With interest rates stabilizing and the Federal Reserve signaling potential rate cuts, 2026 could be an opportune time to invest in these ETFs, where REET's diversification and scale offer liquidity advantages, while GQRE may appeal to those prioritizing higher dividends.
See More
Comparison Analysis of GQRE and REET
- Cost and Yield Comparison: GQRE charges over three times the fees of REET but offers a dividend yield that is one percentage point higher, making it more appealing for income-seeking investors, although long-term cost-conscious investors may be wary of the higher expenses.
- Asset Management Scale: REET boasts significantly larger assets under management compared to GQRE, with billions versus $357 million, providing REET with advantages in liquidity and market influence, making it suitable for investors focused on liquidity.
- Holdings and Risk Assessment: GQRE holds only 174 securities while REET has 325; despite both funds delivering nearly identical returns over the past decade, GQRE's five-year maximum drawdown of 35% is slightly higher than REET's 32%, indicating greater volatility in GQRE.
- Market Outlook and Investment Strategy: With interest rates stabilizing and the Federal Reserve signaling rate cuts, 2026 could be a favorable time to invest in these real estate ETFs, requiring investors to choose based on their income needs and risk tolerance.
See More
Comparison of International Real Estate ETFs
- Cost and Yield Differences: HAUZ's expense ratio stands at 0.10%, significantly lower than GQRE's 0.45%, and while GQRE offers a slightly higher yield by 0.1 percentage points, HAUZ's lower costs make it more attractive for long-term investors.
- Return and Risk Comparison: Over the past five years, a $1,000 investment in GQRE grew to over $1,200, while HAUZ only reached $1,039; despite GQRE's higher expenses, its focus on U.S. real estate may provide greater stability.
- Portfolio Composition: HAUZ holds 413 securities with 96% in real estate, reflecting its diversification in international markets, whereas GQRE focuses entirely on U.S. real estate with 174 securities, indicating a preference for large U.S.-listed REITs.
- Market Outlook and Strategy: With potential interest rate declines from the Federal Reserve, HAUZ's portfolio of international securities may be undervalued following market downturns, and although GQRE offers higher yields, HAUZ's cost advantage may lead to better performance in the coming years.
See More
Four Top Dividend Growth Stocks to Invest In
- American Tower Dividend Increase: American Tower recently raised its dividend by 5.3%, pushing its yield to 3.7%, significantly above the S&P 500's 1.2%, and is expected to benefit from 5G deployment and cloud demand growth, driving earnings growth and sustaining its high dividend.
- Energy Transfer Expansion Plans: Energy Transfer has increased its distribution by over 3% in the past year, currently yielding over 7%, and plans to invest over $5 billion in organic expansion projects this year to meet surging natural gas demand, expecting to continue increasing its distribution by 3% to 5% annually.
- NextEra Energy's Sustained Growth: NextEra Energy recently hiked its dividend by 10% and aims for over 8% annual adjusted earnings growth through 2035 by investing in clean energy and electricity transmission, with plans to increase dividends by 6% annually in 2027 and 2028.
- Realty Income's International Expansion: Realty Income has declared its 134th dividend increase since its 1994 listing, currently yielding around 5%, and plans to invest $8 billion this year, continuing to support dividend growth through acquisitions of income-producing real estate.
See More
REITs Offer a Secure Haven Amidst Concerns Over Iran and AI
- Return to Reality: The article emphasizes the importance of reconnecting with the real world after a period of isolation or distraction.
- Embracing Change: It encourages readers to embrace the changes and challenges that come with re-engaging in everyday life.
See More
AST SpaceMobile Achieves Significant Revenue Growth While Expanding Operations
Stock Performance: AST SpaceMobile shares experienced significant volatility, gaining over 46% in January before falling nearly 29%, but saw a 6% rise following a positive market reaction to its earnings report on March 3.
Revenue Growth: The company reported quarterly revenue of $54.31 million, exceeding analyst expectations and marking a year-over-year growth rate of nearly 2,758%, despite a loss per share of 26 cents.
Future Contracts: AST SpaceMobile secured over $1.2 billion in contracted revenue commitments for 2025, indicating strong future prospects and a growing list of clients, including major telecommunications companies.
Market Positioning: The company is positioning itself as a key federal government contractor, having recently secured a $30 million prime contract from the U.S. Space Development Agency, enhancing its role in national security communications.
See More
