List of Low Cost REIT Funds, ETFs, Indexes

A select list of low cost REITs, funds, ETFs, and indexes.

REITs

Northstar Realty Financial Corp (NRF) - operates as a real estate investment trust in the United States. It invests in real estate debt business (~40%), which acquires, originates, and structures debt investments secured primarily by income-producing real estate properties; real estate securities business (~40%) that invests in commercial real estate debt securities, including commercial mortgage backed securities, REIT unsecured debt, and credit tenant loans; and net lease properties business (~14%), which acquires properties that are primarily net leased to corporate tenants.

Inland Real Estate (IRC) - owns and operates 150 commercial properties worth about $2 billion.

REIT Index Funds

VNQ - (ETF) Vanguard REIT Index. Emulates MSCI US REIT Index. 0.10% expense ratio.
RWR - (ETF) Emulates Dow Jones Wilshire REIT index. 0.25% expense ratio.
IYR - (ETF) Emulates Dow Jones U.S. Real Estate index. 0.48% expense ratio.
ICF - (ETF) Emulates Cohen & Steers Realty Majors index. 0.35% expense ratio.

REIT Indexes

Common REIT indexes used to measure fund performance against.

MSCI US REIT Index

The MSCI US REIT Index broadly and fairly represents the equity REIT opportunity set with proper investability screens to ensure that the index is investable and replicable. The index represents approximately 85% of the US REIT universe.

Wilshire REIT index

Measures U.S. publicly traded Real Estate Investment Trusts.

Dow Jones U.S. Real Estate index

Cohen & Steers Realty Majors index

Resources

REIT Due Diligence - Learn what questions to ask about a REIT before you invest.

NAREIT - National Association of REITs.

REIT link - Wilshire REIT Index website.

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