The HIP Sustainable Real Estate Portfolio selects from a universe of approximately 200 Real Estate Investment Trusts (REITs), and also includes natural resources, forestry, and timber companies, as categorized by Morningstar.
This real estate portfolio is scored for sustainability, including results from LEED-certified properties, which can generate savings from consuming less water and reducing energy usage.
Properties pursing sustainability approaches tend to realize higher rents and lower turnover from tenants. Some tenants even experience higher productivity and attendance, along with fewer health problems for staff.
We have created this HIP Sustainable Real Estate portfolio of 50 securities designed to yield about 4% annually. Investors may find this portfolio useful for the goals of diversification, income generation and higher sustainability.
NEW HIP SUSTAINABLE REAL ESTATE TOP 10
(rankings revised as of December 31, 2017)
Rank. Company (security ticker), HIP Rating
- Weyerhaeuser (WY) 62.3
- Jones Lang LaSalle (JLL) 61.4
- ProLogis (PLD) 53.6
- Welltower (HCN) 53.2
- Kimco Realty Group (KIM) 52.6
- Equinix Inc. (EQIX) 51.8
- CBRE Group Inc. (CBG) 51.5
- HCP Inc. (HCP) 50.5
- Host Hostels and Resorts (HST) 50.5
- Macerich (MAC) 49.6
The HIP Sustainable Real Estate Portfolio is a separately managed account designed and managed by HIP Investor Inc. to institutional and individual investors and wealth advisers.
Also, it is available on the FOLIOfn’s Model Manager Exchange and Charles Schwab Institutional ‘s Advisory Marketplace.
In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for institutions, individuals, families, and foundations seeking to increase their “HIP” Score and portfolio performance.
HIP helps investment advisers and wealth managers serve their clients’ life and financial goals – and build a better world – through information, portfolios and education services.