Investing in Saham

5 ETF Real Estate Terbaik untuk Diinvestasikan

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Teknologi disruptif seperti AI dan EVs memiliki potensi memberikan dividen yang signifikan bagi mereka yang dapat memprediksi kontribusi masa depannya terhadap masyarakat. Namun, berinvestasi di sektor yang berpikiran maju ini tidak cocok untuk semua orang. Masih ada kebutuhan akan investasi yang lebih tradisional, dengan risiko lebih rendah, dan untuk mengisi kekosongan ini, investor dapat terus beralih ke real estate – kelas aset yang selalu memiliki tingkat permintaan tertentu.

Dengan pemikiran tersebut, kami telah mencantumkan 5 ETF real estate teratas yang dirancang untuk memberikan investor eksposur baik ke peluang residensial maupun komersial.

ETF yang Difokuskan pada Real Estate (ETFs)

*Catatan: ETF diurutkan berdasarkan Aset Bersih Dana dalam USD pada saat penulisan*

1. Vanguard Real Estate ETF

The Vanguard Real Estate ETF (VNQ) is designed to provide broad exposure to U.S. real estate investment trusts (REITs).  The fund aims to reflect the performance of the MSCI US Investable Market Real Estate 25/50 Index, which includes a wide array of REITs and real estate companies.

Key holdings of this fund include the following companies,

  • Vanguard Real Estate II Index Fund (VRTPX)
  • Prologis Inc. (PLD)
  • American Tower Corp. (AMT)
  • Equinix Inc. (EQIX)
  • Welltower Inc. (WELL)
Aset Bersih Dana  Rasio Biaya Pengembalian 1-tahun Pengembalian 3-tahun Pengembalian 5-tahun
~$62.1 billion 0.13% 4.74% -2.57% 2.93%

(VNQ )

VNQ is managed by Vanguard, a company renowned for its commitment to low-cost investing and broad market exposure.  The fund provides investors with diversified access to the real estate sector, including residential, commercial, and specialized REITs.

Apa yang membedakannya dari pesaing langsung?

  1. Eksposur Luas: VNQ menawarkan eksposur ke beragam REIT, mencakup berbagai sektor properti seperti residensial, komersial, dan industri.
  2. Rasio Biaya Rendah: Rasio biaya dana ini sangat kompetitif, menjadikannya pilihan yang hemat biaya bagi investor real estate.
  3. Pemimpin Pasar: Reputasi Vanguard serta sumber daya yang luas memberikan stabilitas dan keandalan, memastikan manajemen dan kinerja dana yang konsisten.

VNQ was launched in September 2004 and has become one of the largest and most popular real estate ETFs, known for its comprehensive market coverage and low costs.

2. Schwab U.S. REIT ETF

The Schwab U.S. REIT ETF (SCHH) is designed to track the performance of the Dow Jones U.S. Select REIT Index.  The fund focuses on equity REITs and aims to provide investors with exposure to the U.S. real estate market.

Key holdings of this fund include the following companies,

  • Prologis Inc. (PLD)
  • American Tower Corp. (AMT)
  • Equinix REIT Inc. (EQIX)
  • Welltower Inc. (WELL)
  • Digital Realty Trust REIT Inc. (DLR)
Aset Bersih Dana  Rasio Biaya Pengembalian 1-tahun Pengembalian 3-tahun Pengembalian 5-tahun
~$6.8 billion 0.70% 5.79% -1.67% 0.68%

(SCHH )

SCHH is managed by Schwab, which is known for its investor-friendly approach and low-cost investment options.  The fund targets a specific subset of the real estate market, providing focused exposure to equity REITs.

Apa yang membedakannya dari pesaing langsung?

  1. Rasio Biaya Rendah: SCHH menawarkan salah satu rasio biaya terendah di pasar ETF real estate, menjadikannya pilihan menarik bagi investor yang sensitif biaya.
  2. Eksposur Terfokus: Dana ini secara eksklusif berfokus pada REIT ekuitas, memberikan eksposur terarah ke properti yang menghasilkan pendapatan.
  3. Ramah Investor: Dikelola oleh Schwab, yang dikenal dengan komitmennya menyediakan opsi investasi berbiaya rendah dan bernilai tinggi.

SCHH was launched in January 2011 and has gained popularity for its cost-effective exposure to the U.S. REIT market.

3. The Real Estate Select Sector SPDR Fund

The Real Estate Select Sector SPDR Fund (XLRE) provides precise exposure to companies from real estate management & development and REITs.  The fund aims to offer targeted investment in the real estate sector.

Key holdings of this fund include the following companies,

  • Prologis Inc. (PLD)
  • American Tower Corp. (AMT)
  • Equinix REIT Inc. (EQIX)
  • Welltower Inc. (WELL)
  • Digital Realty Trust REIT Inc. (DLR)
Aset Bersih Dana  Rasio Biaya Pengembalian 1-tahun Pengembalian 3-tahun Pengembalian 5-tahun
~$6.46 billion 0.95% 5.57% -1.41% 4.31%

(XLRE )

XLRE is managed by State Street, part of the Select Sector SPDR series, which provides sector-specific exposure.  The fund targets companies in the real estate management & development and REIT sectors.

Apa yang membedakannya dari pesaing langsung?

  1. Eksposur Spesifik Sektor: XLRE merupakan bagian dari seri Select Sector SPDR, menawarkan eksposur yang tepat dan terarah ke sektor real estate.
  2. Rasio Biaya Kompetitif: Dana ini menyediakan rasio biaya yang rendah, menjadikannya pilihan terjangkau untuk investasi spesifik sektor.
  3. Manajemen Terpercaya: Dikelola oleh State Street, nama yang terpercaya dalam industri ETF.

XLRE was launched in October 2015 and has become a popular choice for investors seeking targeted exposure to the real estate sector.

4. iShares U.S. Real Estate ETF

The iShares U.S. Real Estate ETF (IYR) seeks to track the investment results of an index composed of U.S. equities in the real estate sector.  The fund aims to provide diversified exposure to real estate investment trusts (REITs) and real estate companies.

Key holdings of this fund include the following companies,

  • Prologis Inc. (PLD)
  • American Tower Corp. (AMT)
  • Equinix REIT Inc. (EQIX)
  • Welltower Inc. (WELL)
  • Digital Realty Trust REIT Inc. (DLR)
Aset Bersih Dana  Rasio Biaya Pengembalian 1-tahun Pengembalian 3-tahun Pengembalian 5-tahun
~$3.41 billion 0.40% 4.54% -2.26% 2.76%

(IYR )

IYR is managed by BlackRock, a global leader in investment management.  The fund offers investors broad exposure to the real estate sector, including REITs and other real estate companies, making it a solid option for diversifying portfolios.

Apa yang membedakannya dari pesaing langsung?

  1. Cakupan Sektor Komprehensif: IYR memberikan eksposur ke beragam sektor real estate, termasuk kantor, industri, residensial, dan REIT khusus.
  2. Manajemen Terpercaya: Dikelola oleh BlackRock, memastikan pengawasan profesional dan berpengalaman.
  3. Likuiditas Tinggi: IYR dikenal memiliki likuiditas tinggi, memudahkan investor membeli dan menjual saham.

IYR was launched in June 2000 and has grown to be a popular choice for investors seeking diversified exposure to the U.S. real estate market.

5. SPDR Dow Jones REIT ETF

The SPDR Dow Jones REIT ETF (RWR) seeks to track the performance of the Dow Jones U.S. Select REIT Index.  The fund focuses on large, liquid REITs, providing investors with stable and high-quality real estate exposure.

Key holdings of this fund include the following companies,

  • Prologis Inc. (PLD)
  • Equinix REIT Inc. (EQIX)
  • Welltower Inc. (WELL)
  • Realty Income Corp. (O)
  • Digital Realty Trust Inc. (DLR)
Aset Bersih Dana Rasio Biaya Pengembalian 1-tahun Pengembalian 3-tahun Pengembalian 5-tahun
~$1.49 billion 0.25% 6.97% -0.33% 2.53%

(RWR )

RWR is managed by State Street, focusing on large and liquid REITs. The fund aims to provide investors with stable returns and high-quality real estate exposure.

Apa yang membedakannya dari pesaing langsung?

  1. REIT Besar dan Likuid: RWR berfokus pada REIT besar dan likuid, memastikan opsi investasi yang stabil dan dapat diandalkan.
  2. Manajemen Berpengalaman: Dikelola oleh State Street, memberikan pengawasan profesional dan berpengalaman.
  3. Eksposur Diversifikasi: Dana ini menawarkan eksposur diversifikasi ke REIT berkualitas tinggi di berbagai sektor.

RWR was launched in April 2001 and has gained a reputation for providing reliable and stable real estate investments.

Pemikiran Akhir tentang ETF Real Estate

Housing and commercial real estate are fundamental needs worldwide that boast low volatility relative to many disruptive tech stocks.  As a result, it will always remain an attractive and relatively stable asset class.  For those who believe they could benefit from exposure to this sector, look no further than the real estate ETFs listed in this article.

Make sure to visit our look at the top online brokers that can help you invest and gain exposure to what may be lucrative opportunities.

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Daniel adalah seorang advokat yang kuat untuk potensi blockchain untuk mengganggu keuangan tradisional. Ia memiliki passion yang mendalam untuk teknologi dan selalu menjelajahi inovasi dan gadget terbaru.