Real estate securities refer to financial instruments representing an ownership interest in real estate assets or companies owning real estate. These securities can include:
Real Estate Investment Trusts (REITs) are companies that own, operate, or finance income-producing real estate across a range of property sectors (e.g., residential, commercial, industrial, Lodging, and Hospitality) and often distribute rental income to shareholders.
Real Estate Funds are pooled investment vehicles that invest in a diversified portfolio of real estate assets. They can be publicly traded or privately managed and typically offer investors exposure to various real estate properties and projects.
Real Estate Stocks: Shares of publicly traded companies primarily engaged in real estate development, management, investment, or related services.
Real estate securities allow investors to gain exposure to the real estate market without directly owning physical properties. They offer potential income through dividends, capital appreciation, and portfolio diversification.
Investment opportunities
Real Estate Investment Trusts (REITs):
- Most publicly traded property owners are REITs, which provide tax-efficient income distribution by redistributing a significant portion of their taxable income to shareholders.
- REITs focus on generating stable income from rent payments and other real estate-related revenues.
Real Estate Development Companies:
Involves land acquisition, construction, and asset sales.


Market benefits:
- The real estate securities market has evolved significantly, with over 400 real estate securities valued at approximately $1.3 trillion globally. The adoption of REITs and similar structures has driven this growth.
- Offers exposure to various property sectors and geographic regions, allowing for a diversified investment strategy.
- REITs and listed real estate companies often specialize in specific property sectors (e.g., retail, office, industrial, hospitality) and regions, each with distinct economic drivers.
- Investment managers can design portfolios that leverage opportunities across multiple property types and regions to balance risk and return.
Valuation and Analysis
Analytical Approach: Evaluations compare share prices with underlying property fundamentals to assess the relative value of the securities.
Real estate securities represent ownership in physical assets—land and buildings—while trading on stock exchanges with real-time share prices.
How Access Realty Adds Value:
- Expert Guidance:
Access Realty offers insights into the real estate securities market, helping investors navigate opportunities and risks.
- Portfolio Management:
Assists in creating and managing diversified portfolios of real estate securities to optimize investment performance.
- Market Insights:
Provides up-to-date information and analysis on market trends, property sectors, and geographic regions.

