FTSE Russell

Insights | Diversification, liquidity and transparency in global-listed real estate

The FTSE EPRA/NAREIT Global Real Estate Index Series
Listed real estate securities offer investors the opportunity to access the commercial real estate market with the added liquidity, transparency and regulation associated with publicly traded stocks.

The FTSE EPRA/NAREIT Global Real Estate Index Series is designed to represent the performance of eligible listed real estate stocks worldwide, including real estate investment trusts (REITs) and other property-focused securities. The index series includes companies involved in the ownership and development of income-producing real estate.

The series provides comprehensive coverage of the liquid listed real estate universe by covering global, developed and emerging markets and includes a range of regional and country, capped, dividend-focused, sector, REIT and non-REIT indexes. At the same time, by requiring index constituents to derive at least 75% of their earnings before interest, tax, depreciation and amortization (EBITDA) from real estate-related activities to qualify for index inclusion, the series provides purer real estate exposure than other index series with less stringent eligibility criteria.

The indexes are administered by FTSE International in partnership with the European Public Real Estate Association (EPRA), a non-profit organization responsible for promoting and developing the European real estate sector, and the National Association of Real Estate Investment Trusts (NAREIT), the US-based association for REITs and publicly traded real estate companies.

Read the complete white paper at the link beneath Related Files

Head Office
10 Paternoster Square
London
EC4M 7LS
United Kingdom
Company website:
https://ftserussell.com

What’s new

  • Rock bottom interest rates boost real estate

    Blog | Rock bottom interest rates boost real estate

    White papersThu, 10 Oct 2019

    Since the start of 2018, we have noticed remarkable outperformance of real estate equities. In the last 18 months, the FTSE EPRA Nareit Developed Index has outperformed the aggregate equity index, the FTSE Developed Index, by around 15% 

  • Investing in Listed Real Estate

    Investing in Listed Real Estate

    White papersThu, 10 Oct 2019

    Real estate is a popular asset class. One of the ways to get exposure to it is via listed real estate companies. In this report FTSE Russell looks at practical considerations of investing in listed real estate:

  •  Equity and Fixed Income Country Classification 2019: The headlines

    Equity and Fixed Income Country Classification 2019: The headlines

    White papersTue, 1 Oct 2019

    We have just announced the results of the annual Country Classification Review for countries monitored by its global equity and fixed income indexes. Our approach to country classification is informed by feedback from a broad set of market participants and provides investors with a framework for evaluating and investing across asset classes in global equities and fixed income markets.

  • Falling too far? What sets fallen angels apart

    Blog | Falling too far? What sets fallen angels apart

    White papersFri, 27 Sep 2019

    When US investment grade bonds are downgraded and cross the ratings threshold into high yield territory, they join the sector known as “fallen angels.” And while they’re technically categorized as high yield (HY) bonds, it’s important to note that fallen angels were initially issued as investment grade (IG) credits. This is why they tend to have distinct characteristics that set them apart from the rest of the US HY bond market.

  • Blog: Measuring the benefits of including small caps & REITs in Mexican equity portfolios

    Blog | Measuring the benefits of including small caps & REITs in Mexican equity portfolios

    White papersThu, 26 Sep 2019

    The addition of small-caps and real estate investments trusts, or REITs, to Mexican equity portfolios can help improve diversification for investors.

Search all our content