Assets › reits-invits
REITs / InvITs
Below 12% forward floor — included only for diversification, excluded from optimizer by default.
Fwd expected return 9.0%
Annualised volatility 11.0%
Sleeve reits-invits
Below floor Below 12%
Historical CAGR — trailing (not forward estimates)
| 5Y |
|---|
| 9.0% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (9.0%) is used for optimization.
Risk notes
Yield-driven: REITs 6-8%, InvITs 8-11% DISTRIBUTION (partly return-of-capital, not pure income). Forward WEAKENED in 2026 — yield spread over G-Sec compressed to <150bps (from >300bps in 2021). Slab-taxed on interest. ~7-11% pre-tax, structurally short of 12%.
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