GLOBAL REIT

WHY INVEST IN THIS FUND?

With interest rates around the world continuing lower for longer, global REIT’s offer geographic and sector diversification for Canadian investors who continue to seek income from their investments:

• Investing in global listed REIT’s helps diversify an investment portfolio.
• Many Canadian investors are overweight Canadian real estate relative to global real estate due to one’s home ownership and Canadian based REIT holdings.
• Global REITs and REOCs help diversify an investment portfolio.

• Global REIT’s offer steady income backed by hard assets with yields higher than many fixed income investments.
• Diversifying REIT holdings across developed countries will help reduce dependence on the Canadian economy.
• Low fees and with a portfolio that provides both geographic and real estate sector diversification.

Investing in REIT’s offers a unique combination of yield, stability and growth. The Portfolio Advisor believes that in the current low interest rate environment, the demand for yield is significant and REIT’s offer stable and growing distributable cash flows for investors.

REIT’s are companies that own and operate commercial and residential real estate properties including office buildings, storage facilities, retail shopping centres and multi family apartment communities.

REIT’s offer investors steady income streams and a potential hedge against inflation, as rents and property values tend to rise along with input costs. Additionally increases in lease payments are often tied to inflation. The Portfolio Advisor believes that REITs should continue to fill the income void created by a low interest rate environment that has reduced investor appetite for fixed income assets. Investor’s value REIT’s higher yields while also making regular monthly distributions.

Global REIT Fund offers geographic diversification, and liquidity, while offering the opportunity to generate returns outside of Canada. It is the Portfolio Advisor’s belief that global REIT’s provide important diversification benefits, both from the standpoint of offering a wider selection of real estate securities in which to invest as well as providing different national economies to invest in, reducing a reliance on the domestic Canadian economy for equity returns.

REITs that operate outside Canada offer a strong asset class as well as geographic diversification benefits due to their relatively low correlations with not only the rest of an investor’s portfolio, but also with any residential real estate that a Canadian investor may own.

An allocation to globally focused real estate can improve the returns of a diversified investment portfolio.

Canadian REITs have turned out to be some of the most lucrative investments over the past few years, providing competitive yields and significant price appreciation. In order to access differentiated performance outside of Canada, a convenient and cost-efficient way to add global real estate exposure to your portfolio is through purchasing an investment in a diversified globally focused REIT fund.

In September of 2016, S&P changed the S&P Financial index, recognizing the growing importance of real estate as an investment class and creating its own S&P REIT index separate from the overall Financial Services index where REIT’s are currently found. The Portfolio Advisor believes that will lead to greater interest and liquidity for the sector.

The Portfolio Advisor screened the portfolio based on the largest most liquid global REIT’s, analyzing those REIT’s with a market capitalization over $5 billion USD. We are cognizant of the stable and growing economic turnaround in the United States and have a broad list of US, UK, European and Australian listed REITS in various real estate sub-sectors including residential, office, data storage and retail.