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Real estate assets are the natural protection against inflation that is expected in 2022. These are the best investment funds in the sector
Jose JimenezWith inflation completely triggered and threatening the profitability of the stock markets, investing in real estate through investment funds is an alternative to consider in 2022.
Real estate is one of the classic refuges against rising prices. They are real assets that normally appreciate in value as inflation rises, just the opposite of what happens with bonds or stocks.
Due to their investment profile, Spanish savers have always had a special predilection for bricks, although rather oriented towards the purchase of physical property.
Actually, the most efficient alternative to investing in real estate is to do it through investment funds, unless you want to own the asset for your enjoyment or rent.
The funds add several advantages. First of all, they allow modest investments instead of having to buy the entire property. In addition, they provide practically immediate liquidity, in the face of the difficulties that often exist in selling a home or a garage.
AdvertisingAmong the range of national funds to invest in real estate, these are the funds that have done the best in 2021 according to the quefunds.com ranking.
Related: Real estate assumes the role of shield against inflationGlobal exposure to major real estate giants
With a return of 37 percent in 2021, the Ibercaja FI real estate fund tops the list among the most profitable vehicles. At three years, the return is 52 percent.
It is a fund that invests at least 75 percent of its assets in listed companies in the real estate sector and that focuses on Europe and the United States.
Among the stocks with the greatest weight in his portfolio are global giants in the real estate and construction sectors.
The largest holding is in Prologis, with 6.3 percent. It is a global real estate that operates in Europe, Asia and the United States and that has a rise in the stock market this year of 68 percent.
It also has significant weight in Vonovia, the German real estate giant that has just absorbed the Deutsche Wohnen group.
In addition, this fund has a position of 2.81 percent in the Spanish construction company Sacyr, which closed the year with a rise of 13 percent.
Related: Real estate, a key sector for the most profitable investmentsInvestment through REITS
The Medionlanum Real Estate FI fund is close behind in profitability, with returns of 35 percent in the year.
In this case, the investment proposal is articulated mostly (although not exclusively) through REIT companies (Real Estate Investment Trust), which are companies listed on the stock market and are dedicated to both the exploitation and the sale of real estate. .
Again, the bet on Prologis, the value with the greatest weight in the portfolio, of 7.8 percent, is the differential nuance in profitability of this fund.
The rest of the companies with greater prominence are unknown to Spanish investors, but they accumulate significant returns. For example, Public Storage appreciates 61 percent and Digital Realty Trust appreciates 26 percent.
Among the factors to consider, this is a fund that could have a currency risk exposure greater than 30 percent.
Related:Foreign investment portfolios bet on Spanish luxury real estateTake advantage of potential raises
The third position among the most profitable real estate funds in 2021 is for the GVC Gaesco Oportunidades Inmobiliarias FI, which generated a return of 21 percent.
His investment philosophy involves looking for opportunities in countries that are in the valley of the real estate cycle, and therefore have prospects for improvement. In this sense, avoid overheated regions.
As the manager itself explains, it is a fund for investors with "a certain contrary mentality", who invest in a sector "reviled" after the latest real estate bubbles.
The opportunities arise precisely because the bubble was not global. It is a product that allows you to obtain regular annual income of 4 percent.
Among its largest portfolio positions is the Spanish socimi LAR Real Estate (7.5 percent), which closed the year on the stock market with a rise of 11.9 percent.
In addition, it has a portfolio stake of 4.1 percent in Metrovacesa, which recorded a rise of 30 percent.
Do not wait. Anticipate. Decide.
Our newsletters are valuable to investors and financial leaders. Give us the opportunity to prove it to you. If we disappoint you: cancel, without further ado. Thank you for your trust.By registering you accept our privacy policyInterests:José Jiménez has been a journalist for Finanzas.com since 2008 and has more than 15 years of experience in economics, the stock market and financial markets. He also writes for INVESTMENT
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