Solactive – B-BRE US REIT Index

Solactive - B-BRE US REIT Index

A smart beta index of US REITs. Following Fama and French’s theory that small-caps yield higher returns in the long term, the index mostly holds a portfolio of small-cap REITs. However, in times of volatility, the index switches to a portfolio of large-cap REITs, with the purpose of minimizing volatility and drawdown during these periods. The index history goes back to 3/1/2011, and it is tracked by an index fund launched by IBI Investment House in January 2016.

Bloomberg ticker: SOBBREIT (GTR)/ SOBBNTR (NTR)

Index Performance