Brick & Mortar
Submitted by @RealEstateRita · 5 holdings · Total value: $100.0k
Overall score: 70/100 · Grade: B
Score breakdown
- Strength: 72/100 — quality and fundamentals of holdings
- Diversity: 50/100 — spread across sectors and asset types
- Exposure: 66/100 — balance and risk management
Analysis
Quality REITs across retail, industrial, cell towers and net lease with durable cash flows.
Diversified across REIT sub-sectors but 100% real estate — a single asset class drives the whole portfolio.
Rate-sensitive income book. REITs offer attractive yield but fall when long rates rise.
Top holdings
- VNQ — Vanguard Real Estate ETF (30.0%, Real Estate)
- O — Realty Income (20.0%, Real Estate)
- AMT — American Tower (20.0%, Real Estate)
- PLD — Prologis (15.0%, Real Estate)
- SPG — Simon Property Group (15.0%, Real Estate)