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DRW's Exposure To China/Hong Kong Real Estate Hurting Recent Performance


  • WisdomTree Global ex-U.S. Real Estate Fund uses an in-house benchmark to select its holdings. Current exposure in China and Hong Kong is hurting performance.
  • This article will explore DRW in detail and how its index differs from those used by two competitors: RWX and IFGL.
  • Investors' feelings about China and other EM exposure is important as RWX and IFGL only invest in Developed markets.
  • While I think investors should invest Internationally, Real Estate does not hold up well against its US counterparts. For that reason, I am Bearish on DRW.
  • Looking for more investing ideas like this one? Get them exclusively at Hoya Capital Income Builder. Learn More »

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(This article was co-produced with Hoya Capital Real Estate)


Real assets, such as buildings, homes, malls should do well if inflation becomes a concern not just in the United States, but around the world. The National Real Estate Stock

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This article was written by

Retired Investor profile picture

I have both a BS and MBA in Finance. I have been individual investor since the early 1980s and have a seven-figure portfolio.  I was a data analyst for a pension manager for thirty years until I retired July of 2019. My initial articles related to my experience in prepping for and being in retirement. Now I will comment on our holdings in our various accounts. Most holdings are in CEFs, ETFs, some BDCs and a few REITs. I write Put options for income generation. Contributing author for Hoya Capital Income Builder

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (2)

hawkrnc_19 profile picture
China stocks have been to the detriment of a lot of funds. Years ago some of the best grey beards said capitalism in a communist country will not work in the long run. As of late they are having the last laugh.
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