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BMO Equal Weight REITs Index ETF (ZRE)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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Signature Global REIT Class Series A (CIG50005)
Q: I am a retired conservative dividend income investor. I've held Sentry Global REIT for years (love the 6% distribution) and have been monitoring its performance as compared to ZRE and XRE. I didn't mind paying the 2.4% MER as long as it was outperforming. However, on a total return basis, Sentry has lagged significantly and I have sold it today.
With interest rates appearing to be on the decline and, more importantly, for portfolio asset allocation, I still want to have REIT exposure. I am leaning towards ZRE, due to the equal weight nature (as opposed to XRE).
I am normally a long term buy-and-hold investor. ZRE has had a good run recently, but I think the future still looks good, due to the macro environment. Your thoughts?
My target REIT allocation is 7.5%. I also have a position in CSH.
Thanks for your help...Steve
With interest rates appearing to be on the decline and, more importantly, for portfolio asset allocation, I still want to have REIT exposure. I am leaning towards ZRE, due to the equal weight nature (as opposed to XRE).
I am normally a long term buy-and-hold investor. ZRE has had a good run recently, but I think the future still looks good, due to the macro environment. Your thoughts?
My target REIT allocation is 7.5%. I also have a position in CSH.
Thanks for your help...Steve
