SPRE Vs. REET: Sharia Law Screen With REIT Focus

Retired Investor
Investing Group

Summary

  • This article compares the SP Funds S&P Global REIT Sharia ETF and the iShares Global REIT ETF, both of which focus on real estate investments.
  • The SP Funds S&P Global REIT Sharia ETF tracks the performance of Shariah-compliant global real estate investment trusts included in the S&P Global BMI.
  • The iShares Global REIT ETF tracks the investment results of the FTSE EPRA/NAREIT Global REITs Index, which includes publicly-listed REITs in both developed and emerging markets.
  • With SPRE's concentration risks caused by holding under 40 REITs, its high fees for an index-based ETF, and it not proving itself on return compared to non-restricted REIT funds, I would only hold if the Sharia law restrictions were important to you as an investor.
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Islamic law grunge concept

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

Introduction

This is my last in a series of three articles that compared a Sharia restricted ETF against one that invests in the same stocks without that limitation. The first two didn’t

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This article was written by

Retired Investor
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Retired Investor has been investing since the 1980s and has a background in data analysis and pension fund management. He writes articles to help others prepare for retirement by investing in CEFs, ETFs, BDCs, and REITs. He is a long only investor and shares strategies for trading options with a focus on cash-secured-puts.

He is a contributing author to the investing group iREIT®+HOYA Capital

The group helps investors achieve dependable monthly income, portfolio diversification, and inflation hedging. It provides investment research on REITs, ETFs, closed-end funds, preferreds, and dividend champions across asset classes. It offers income-focused portfolios targeting dividend yields up to 10%.

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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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