Serbian Consumer Durables Property Play

British Land

Market Cap: UK£4.1b

British Land is a UK commercial property company focused on real estate sectors with the strongest operational fundamentals: London campuses, retail parks, and London urban logistics.

Unite Group

Market Cap: UK£4.0b

Owns, manages, and develops purpose-built student accommodation facilities for the higher education sector in the United Kingdom.

LondonMetric Property

Market Cap: UK£4.0b

LondonMetric is a FTSE 250 REIT that owns one of the UK's leading listed logistics platforms alongside a grocery-led long income portfolio, with 17 million sq ft under management.

Warehouses De Pauw

Market Cap: €4.7b

Provides logistics property (warehouses and offices) real estate leasing services.

Healthcare Realty Trust

Market Cap: US$5.3b

Healthcare Realty (NYSE: HR) is a real estate investment trust (REIT) that owns and operates medical outpatient buildings primarily located around market-leading hospital campuses.

Kite Realty Group Trust

Market Cap: US$5.1b

Kite Realty Group Trust (NYSE: KRG) is a real estate investment trust (REIT) headquartered in Indianapolis, IN that is one of the largest publicly traded owners and operators of open-air shopping centers and mixed-use assets.

Americold Realty Trust

Market Cap: US$5.1b

Americold is a global leader in temperature-controlled logistics real estate and value added services.

Fideicomiso Opsimex

Market Cap: Mex$88.1b

Fideicomiso Opsimex is based in Miguel Hidalgo, Mexico.

DEXUS

Market Cap: AU$7.8b

Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $53.4 billion.

Phillips Edison

Market Cap: US$5.0b

Phillips Edison & Company, Inc. (“PECO”) is one of the nation’s largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers.

Mapletree Pan Asia Commercial Trust

Market Cap: S$6.4b

Mapletree Pan Asia Commercial Trust (“MPACT”) is a real estate investment trust (“REIT”) positioned to be the proxy to key gateway markets of Asia.

Fibra UNO

Market Cap: Mex$94.7b

Fibra Uno (Mexbol: FUNO11; Bloomberg: FUNO11:MM) is the first and largest FIBRA in the Mexican market.

Japan Metropolitan Fund Investment

Market Cap: JP¥704.2b

Japan Metropolitan Fund Investment Corporation (JMF) has been listed on the Real Estate Investment Trust (“REIT”) Section on the Tokyo Stock Exchange (Securities code: 8953) as Japan Retail Fund in March 2002.

Canadian Apartment Properties Real Estate Investment Trust

Market Cap: CA$6.7b

CAPREIT is Canada's largest publicly traded provider of quality rental housing.

Tritax Big Box REIT

Market Cap: UK£3.6b

Tritax Big Box REIT plc (ticker: BBOX) is the largest listed investor in high-quality logistics warehouse assets and controls the largest logistics-focused land platform in the UK.

Cousins Properties

Market Cap: US$4.8b

Cousins Properties is a fully integrated, self-administered and self-managed real estate investment trust (REIT).

Millrose Properties

Market Cap: US$4.8b

Millrose Properties is a Homesite Option Purchase Platform (“HOPP’R”), an evolution of residential land banking, accelerating homebuilders’ capital-efficient growth of controlled land positions.

Independence Realty Trust

Market Cap: US$4.7b

Independence Realty Trust, Inc. (NYSE: IRT), an S&P MidCap 400 Company, is a real estate investment trust (“REIT”) that owns and operates multifamily communities across non-gateway U.S.

Nomura Real Estate Master Fund

Market Cap: JP¥672.3b

Nomura Real Estate Master Fund, Inc. (NMF) is a real estate investment corporation formed to own and invest primarily in office buildings, retail facilities, logistics and residential facilities.

National Storage Affiliates Trust

Market Cap: US$4.6b

A real estate investment trust headquartered in Greenwood Village, Colorado, focused on the ownership, operation and acquisition of self storage properties predominantly located within the top 100 metropolitan statistical areas throughout the United States.

Nippon Prologis REIT

Market Cap: JP¥657.8b

NPR was established on Nov. 7, 2012 based on the Act on Investment Trust and Investment Corporation (investment trust law) and was listed on the REIT Securities Market (J-REIT Market) of the Tokyo Stock Exchange (“TSE”) on Feb.

SL Green Realty

Market Cap: US$4.4b

A privately owned real estate investment manager and fully integrated real estate investment trust, or REIT, that is focused primarily on acquiring, managing and maximizing value of Manhattan commercial properties.

Mapletree Logistics Trust

Market Cap: S$5.6b

MLT, the first Asia-focused logistics REIT in Singapore, was listed on the SGX-ST Main Board on 28 July 2005.

Mapletree Industrial Trust

Market Cap: S$5.6b

A real estate investment trust (“REIT”) listed on the Main Board of Singapore Exchange.

Embassy Office Parks REIT

Market Cap: ₹365.3b

Owns, operates, and invests in real estate and related assets in India.

Sabra Health Care REIT

Market Cap: US$4.2b

As of September 30, 2024, Sabra’s investment portfolio included 373 real estate properties held for investment (consisting of (i) 233 skilled nursing/transitional care facilities, (ii) 39 senior housing communities (“senior housing - leased”), (iii) 68 senior housing communities operated by third-party property managers pursuant to property management agreements (“senior housing - managed”), (iv) 18 behavioral health facilities and (v) 15 specialty hospitals and other facilities), 14 investments in loans receivable (consisting of three mortgage loans and 11 other loans), five preferred equity investments and two investments in unconsolidated joint ventures.

Macerich

Market Cap: US$4.2b

We own 43 million square feet of real estate consisting primarily of interests in 40 regional retail centers that serve as community cornerstones.

GLP J-REIT

Market Cap: JP¥603.6b

A Japanese real estate investment corporation specializing in modern logistics facilities in Japan.

KDX Realty Investment

Market Cap: JP¥601.4b

Since listing on the Tokyo Stock Exchange in July 2005, we have established a solid portfolio investing in mid-sized office buildings primarily in the Tokyo Metropolitan Area.

General de Galerías Comerciales SOCIMI

Market Cap: €3.7b

General de Galerías Comerciales Socimi, S.A.

Inmobiliaria Colonial SOCIMI

Market Cap: €3.7b

Grupo Colonial is a listed SOCIMI on the Spanish stock exchange and a leader in the prime office market in Europe, present in the main business areas of Barcelona, Madrid and Paris with a prime office portfolio of almost 1.5 million m2 and a value of assets under management of more than €11,000m.

EPR Properties

Market Cap: US$4.1b

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry.

Kilroy Realty

Market Cap: US$3.9b

Kilroy Realty Corporation (NYSE: KRC, the “Company”, “Kilroy”) is a leading U.S.

Shurgard Self Storage

Market Cap: €3.4b

Engages in the acquisition, development, and operation of self-storage facilities for business and personal use.

Covivio Hotels

Market Cap: €3.4b

Specializes in holding operating properties in the hotel sector.

Rayonier

Market Cap: US$3.8b

Rayonier is a leading timberland real estate investment trust with assets located in some of the most productive softwood timber growing regions in the United States and New Zealand.