Real Estate Investment
Generate income and capital appreciation through professionally managed property investments and REITs with inflation protection
Institutional Real Estate Access Simplified
Wealthhub's real estate allocation provides exposure to income-generating property investments through Real Estate Investment Trusts (REITs) and direct equity positions in residential, commercial, and industrial assets.
Real estate delivers unique portfolio benefits—consistent yield generation, inflation hedging, and lower correlation with traditional equities—enhancing risk-adjusted returns while providing stability during market volatility.
Our investment committee selects quality properties and REITs based on cash flow sustainability, occupancy rates, geographic diversification, and management quality, delivering professional real estate management without the complexity of direct property ownership.
Our Real Estate Investment Framework
A disciplined approach to property allocation combining income generation, capital appreciation, and portfolio stability
Property Type Diversification
Strategic allocation across residential, commercial office, industrial warehouses, and retail properties. Sector weighting adjusts based on economic cycles, occupancy trends, and rental yield dynamics to capture optimal opportunities.
REIT Selection Criteria
Rigorous evaluation of Real Estate Investment Trusts based on Funds From Operations (FFO), dividend sustainability, debt-to-equity ratios, and property management quality. Focus on REITs with proven track records and strong tenant bases.
Income and Growth Balance
Portfolio construction emphasizes both current income through consistent distributions and long-term capital appreciation. Monthly rebalancing maintains optimal allocation while capturing rental yield and property value appreciation opportunities.
Why Real Estate In Your Portfolio
Property investments offer unique advantages for income generation, inflation protection, and portfolio diversification
Consistent Income Generation
REITs and property investments provide regular distributions from rental income, creating steady cash flow within your managed portfolio. Current yields typically range from 3-6% annually with potential for dividend growth.
Inflation Hedging Properties
Real estate historically maintains value during inflationary periods. Property values and rental rates typically increase with inflation, preserving purchasing power and providing natural protection against currency devaluation.
Low Correlation with Equities
Real estate exhibits lower correlation with stock market movements, providing genuine diversification benefits. Property allocation reduces overall portfolio volatility while maintaining attractive risk-adjusted return potential.
Professional Management
Access institutional-quality real estate without direct property ownership complexity. Our team handles all property selection, REIT analysis, and portfolio management—no tenant issues, maintenance costs, or property management required.
Real Estate Allocation by Risk Profile
Your property exposure is calibrated based on your investment objectives and risk tolerance, working synergistically with ETFs, renewable energy, and forex allocations.
Yield Priority
Higher real estate weighting emphasizing consistent distributions and capital preservation. Focuses on established REITs with proven dividend track records and stable occupancy rates across diversified property types.
Growth & Income Mix
Moderate real estate exposure balancing current yield with capital appreciation potential. Combines stable income-producing REITs with growth-oriented property investments for optimal risk-adjusted returns.
Based on risk profile
Frequently Asked Questions About Real Estate
How does Wealthhub invest in real estate?
We invest through publicly traded Real Estate Investment Trusts (REITs) and direct equity positions in property assets. REITs provide liquidity, diversification, and professional property management while delivering consistent distributions. Our investment committee selects properties based on cash flow quality, occupancy rates, debt levels, and management expertise.
What types of properties are included?
Wealthhub allocates across residential apartments, commercial office buildings, industrial warehouses, retail centers, and specialized properties including healthcare facilities and data centers. Diversification across property types reduces sector-specific risk while capturing opportunities across different economic cycles and market conditions.
How often are real estate positions rebalanced?
Real estate allocations undergo systematic monthly rebalancing alongside ETFs, renewable energy, and forex positions. Portfolio managers evaluate occupancy trends, rental yield dynamics, and property valuations to optimize real estate weighting while maintaining target risk exposure across all four asset categories.
What is the minimum to access real estate allocation?
The minimum investment is $1,000 to open your Wealthhub account. Real estate allocation is automatically included as part of your managed portfolio, with weighting dynamically adjusted based on your risk profile and portfolio size alongside ETFs, renewable energy, and forex positions.
Are real estate distributions reinvested?
Yes, all REIT distributions and property income are automatically reinvested across your entire portfolio to maximize compound growth. This systematic reinvestment accelerates wealth building over time without requiring manual intervention or incurring additional transaction costs.
How does real estate perform during inflation?
Real estate historically provides effective inflation hedging. Property values and rental rates typically increase during inflationary periods, preserving purchasing power. Many commercial leases include inflation-adjustment clauses, ensuring rental income grows with inflation. This natural inflation protection enhances real estate's portfolio diversification benefits.
Access Institutional Real Estate
Join investors who trust Wealthhub for professional property allocation alongside ETFs, renewable energy, and forex. Dynamic management from $1,000.
Open an Account