REET carries a much lower expense ratio and more assets under management than GQRE. GQRE offers higher returns and dividend yield.
FlexShares Global Quality Real Estate Index Fund ETF selects real estate companies based on quality, value and momentum. GQRE has a global strategy, but 65% of its assets are in the U.S. GQRE shows a more attractive valuation than the US-only ETF VNQ, but has underperformed it since its inception.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 156 | $9,264.78 | $10,125.96 | $861.18 | 9.3% |
Daren Blonski Fermata Advisors LLC | 19,474 | $1.08M | $1.27M | $189,497.57 | 17.59% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 19,932 | $1.07M | $1.3M | $232,668.07 | 21.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 335 | $20,930.15 | $21,795.1 | $864.95 | 4.13% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 48,518 | $3.01M | $3.16M | $144,409 | 4.79% |
| ARCA Exchange | US Country |
The company operates within the real estate sector, focusing on offering investment opportunities that are carefully selected to maximize exposure to three key factors: quality, value, and momentum. These criteria are essential for identifying real estate companies that not only possess strong fundamentals and are undervalued relative to their market potential but also exhibit positive momentum in terms of growth and performance. The index the company has designed serves as a comprehensive reflection of the performance of these select companies, providing investors with a strategic way to diversify their portfolio and potentially enhance returns by investing in the real estate sector.
This service involves the development and maintenance of an investment index that tracks the performance of a curated selection of real estate companies. These companies are chosen based on their alignment with the quality, value, and momentum criteria, ensuring that the index represents a diverse and dynamic collection of investment opportunities within the real estate sector.
Offering tailored advice and solutions for portfolio diversification, the company helps investors spread their investment across various real estate entities that meet the stringent criteria of quality, value, and momentum. This service is vital for investors looking to mitigate risks while aiming for substantial returns within the real estate sector.
With a deep understanding of the real estate sector, the company provides detailed analysis and reports on the performance and prospects of companies within the sector. This valuable insight aids investors in making informed decisions regarding their investment strategies, focusing on companies that exhibit strong potential for growth, stability, and profitability.