No. of Recommendations: 4
Depending on your perspective about oil / war / inflation / property etc.
Today might not be a bad day to add some REITs. I picked up a tiny bit more IUKP, which is an ETF of UK REITs. It's quite useful if you feel like shopping but aren't sure exactly what to buy.
I noticed British Land, Segro, fell more than others like PHP (Primary Health). So there might be some advantage to more selective stockpicking.
IUKP as a whole isn't at all time lows, but, adjusting for a little inflation over the last year, it's very close. April 2025 is the only time it got meaningfully lower (TariffMania 25).
Other possibilities:
- There's also a trust called TRY that holds a mix of UK and EU REITs which might also be interesting.
- IPRP/IPRE or XDER might also be of interest. European REITs. IPRE/XDER are accumulation ETFs (no dividend), IPRP distributes. Yield is 2.7% vs the 4.4% after costs you can get on IUKP today.
- UKRE is an ETF with a quirk. It is 60% UK REITs and 40% index linked UK gilts, some of which seemingly have a monstrous yield presumably paid by capital decline.
TRS
