
29 Mar Global Real Estate 25 Dividend Yield Index
Lapis Global Real Estate 25 Dividend Yield
The Lapis Global Real Estate 25 Dividend Yield Index is com-posed of 25 equally weighted Real Estate related stocks, with a minimum of USD 5 billion of market capitalization and with uninterrupted and continuously increasing dividend pay-ments over the last 10 years. Our rule-based criteria for select-ing the most promising companies are applied during the quarterly rebalancing process (end of January, April, July and October).
This Lapis equity index is suitable for investors who are seek-ing a reliable long-term income stream from real estate com-panies. This asset class produces a predictable income stream from hard assets which provides protection against a poten-tial increase in inflation. All companies included in our equity index professionally manage portfolios consisting of com-mercial and residential properties.

index facts
Weighting Method | Rebalancing Frequency | Calculation Frequency | Calculation Currency | Launch Date | Initial Price | Nav | Last Update | cancel |
---|---|---|---|---|---|---|---|---|
Equal weighted | Quarterly: end of January, April, July, October | Daily | USD | 01.01.2012 | USD 100.- | 245.30 | 31.07.2023 |
index facts
Weighting Method | Equal weighted | empty |
---|---|---|
Rebalancing Frequency | Quarterly: end of January, April, July, October | |
Calculation Frequency | Daily | |
Calculation Currency | USD | |
Launch Date | 01.01.2012 | |
Initial Price | USD 100.- | |
Nav 31.07.2023 | 245.30 | |
PERFORMANCE
empty | 2013 | 2014 | 2015 | 2016 | 2017 | cancel |
---|---|---|---|---|---|---|
Index | 2.59% | 16.82% | 5.80% | 5.47% | 13.35% | |
Benchmark | 3.55% | 15.05% | 1.05% | 3.79% | 15.58% | |
2018 | 2019 | 2020 | 2021 | 2022 | ||
Index | 0.31% | 20.13% | -6.30% | 29.95% | -15.30% | |
Benchmark | -5.56% | 23.96% | -4.22% | 29.58% | -24.46% | |
YTD | 1 Yr | 3 Yr avg | since inception avg | |||
Index | 1.30% | -8.33% | 7.27% | 8.05% | ||
Benchmark | 4.01% | -9.59% | 2.93% | 6.78% |
PERFORMANCE
empty | Index | Benchmark | cancel |
---|---|---|---|
2013 | 2.59% | 3.55% | |
2014 | 16.82% | 15.05% | |
2015 | 5.80% | 1.05% | |
2016 | 5.47% | 3.79% | |
2017 | 13.35% | 15.58% | |
2018 | 0.31% | -5.56% | |
2019 | 20.13% | 23.96% | |
2020 | -6.30% | -4.22% | |
2021 | 29.95% | 29.58% | |
2022 | -15.30% | -24.46% | |
YTD | 1.30% | 4.01% | |
1 Yr | -8.33% | -9.59% | |
3 Yr avg | 7.27% | 2.93% | |
since inception avg | 8.05% | 6.78% |
Constituents
Sector Breakdown
Country Breakdown
RATIOS
Void | empty | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|---|---|---|---|---|---|
P/E | Lapis Global Real Estate 25 DY Index | 16.70 | 18.85 | 17.69 | 23.78 | 20.10 | 14.29 | 15.16 | 40.00 | 20.56 | 14.00 |
Benchmark | 18.45 | 17.45 | 17.40 | 20.11 | 20.48 | 16.72 | 25.54 | 89.27 | 33.72 | 18.94 | |
P/S | Lapis Global Real Estate 25 DY Index | 3.64 | 3.99 | 4.26 | 4.35 | 4.80 | 4.21 | 4.23 | 3.78 | 3.88 | 2.57 |
Benchmark | 3.78 | 4.38 | 4.16 | 4.13 | 4.43 | 3.86 | 4.57 | 4.69 | 6.02 | 4.41 | |
Jensen Alpha | Lapis Global Real Estate 25 DY Index | -0.90% | 1.40% | 4.60% | 1.70% | -1.80% | 6.00% | -3.50% | -2.60% | 3.00% | 3.60% |
Volatility | Lapis Global Real Estate 25 DY Index | 12.59% | 8.08% | 12.48% | 13.60% | 7.59% | 11.24% | 9.84% | 31.11% | 11.08% | 16.46% |
Benchmark | 12.31% | 7.61% | 12.51% | 13.57% | 7.11% | 10.96% | 8.89% | 33.00% | 10.95% | 20.76% | |
Dividend Yield | Lapis Global Real Estate 25 DY Index | 3.57% | 3.25% | 3.50% | 4.12% | 4.10% | 4.62% | 4.44% | 4.77% | 4.20% | 5.42% |
Benchmark | 3.43% | 3.28% | 3.40% | 3.86% | 3.42% | 3.81% | 3.33% | 3.27% | 2.50% | 4.05% |
RATIOS
empty | P/E | Void | cancel |
---|---|---|---|
Void | Lapis Global Real Estate 25 DY Index | Benchmark | |
2013 | 16.7 | 18.45 | |
2014 | 18.85 | 17.45 | |
2015 | 17.69 | 17.4 | |
2016 | 23.78 | 20.11 | |
2017 | 20.1 | 20.48 | |
2018 | 14.29 | 16.72 | |
2019 | 15.16 | 25.54 | |
2020 | 40 | 89.27 | |
2021 | 20.56 | 33.72 | |
2022 | 14 | 18.94 | |
empty | empty | empty | |
empty | P/S | empty | |
Void | Lapis Global Real Estate 25 DY Index | Benchmark | |
2013 | 3.64 | 3.78 | |
2014 | 3.99 | 4.38 | |
2015 | 4.26 | 4.16 | |
2016 | 4.35 | 4.13 | |
2017 | 4.8 | 4.43 | |
2018 | 4.21 | 3.86 | |
2019 | 4.23 | 4.57 | |
2020 | 3.78 | 4.69 | |
2021 | 3.88 | 6.02 | |
2022 | 2.57 | 4.41 | |
empty | empty | empty | |
empty | Jensen Alpha | empty | |
Void | Lapis Global Real Estate 25 DY Index | empty | |
2013 | -0.90% | empty | |
2014 | 1.40% | empty | |
2015 | 4.60% | empty | |
2016 | 1.70% | empty | |
2017 | -1.80% | empty | |
2018 | 6.00% | empty | |
2019 | -3.50% | empty | |
2020 | -2.60% | empty | |
2021 | 3.00% | empty | |
2022 | 3.60% | empty | |
empty | empty | empty | |
empty | Volatility | empty | |
Void | Lapis Global Real Estate 25 DY Index | Benchmark | |
2013 | 12.59% | 12.31% | |
2014 | 8.08% | 7.61% | |
2015 | 12.48% | 12.51% | |
2016 | 13.60% | 13.57% | |
2017 | 7.59% | 7.11% | |
2018 | 11.24% | 10.96% | |
2019 | 9.84% | 8.89% | |
2020 | 31.11% | 33.00% | |
2021 | 11.08% | 10.95% | |
2022 | 16.46% | 20.76% | |
empty | empty | empty | |
empty | Dividend Yield | empty | |
Void | Lapis Global Real Estate 25 DY Index | Benchmark | |
2013 | 3.57% | 3.43% | |
2014 | 3.25% | 3.28% | |
2015 | 3.50% | 3.40% | |
2016 | 4.12% | 3.86% | |
2017 | 4.10% | 3.42% | |
2018 | 4.62% | 3.81% | |
2019 | 4.44% | 3.33% | |
2020 | 4.77% | 3.27% | |
2021 | 4.20% | 2.50% | |
2022 | 5.42% | 4.05% |