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

Summary

  • 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)

Introduction

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

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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

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.

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