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Global Financial Technology 25

Global Real Estate 25 Dividend Yield Analysis

Lapis Global Real Estate 25 Dividend Yield

The Lapis Global Real Estate 25 Dividend Yield Analysis 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 Analysis 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 Analysis professionally manage portfolios consisting of com-mercial and residential properties.

Analysis 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.- 230.54 30.04.2024

Analysis facts

PERFORMANCE

empty 2014 2015 2016 2017 2018 cancel
Analysis 16.82% 5.80% 5.47% 13.35% 0.31%
Benchmark 22.00% 2.24% 3.74% 10.31% -5.04%
2019 2020 2021 2022 2023
Analysis 20.13% -6.30% 29.95% -15.30% 2.79%
Benchmark 26.07% -5.27% 36.02% -25.91% 10.10%
YTD 1 Yr 3 Yr avg since inception avg
Analysis -6.40% -3.52% -3.22% 7.01%
Benchmark -9.29% -2.77% -3.81% 5.67%

PERFORMANCE

empty Analysis Benchmark cancel
2014 16.82% 22.00%
2015 5.80% 2.24%
2016 5.47% 3.74%
2017 13.35% 10.31%
2018 0.31% -5.04%
2019 20.13% 26.07%
2020 -6.30% -5.27%
2021 29.95% 36.02%
2022 -15.30% -25.91%
2023 2.79% 10.10%
YTD -6.40% -9.29%
1 Yr -3.52% -2.77%
3 Yr avg -3.22% -3.81%
since inception avg 7.01% 5.67%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

RATIOS