VanEck FTSE International Property (AUD Hedged) ETF (REIT) Review & Analysis

MER Β· Top 25%AUM Β· Top 25%1Y Return Β· Top 50%3Y Return Β· #187 of 3005Y Return Β· #200 of 225
What's new this monthData to 30 September 2026
  • βˆ’4.9% in September (total return), behind the median property & infrastructure ETF at βˆ’3.9%.
  • Investors added a net $22m (2.9% of the fund).
  • The unit price closed the month at $16.20, 9% below its 12-month high (range $15.41 to $17.88).

About REIT

REIT holds listed property trusts and real estate companies from developed markets outside Australia, with the currency exposure hedged back to Australian dollars. It tracks a FTSE EPRA Nareit developed markets ex Australia index that focuses on rental property owners, is passively managed and holds around 300 companies.

The US makes up most of the fund, with Japan, the UK, Europe and Asia smaller. Holdings cover a wide range of property types: health care and aged care facilities, logistics warehouses, data centres, shopping centres, self-storage and apartments, with names such as Welltower, Prologis and Equinix near the top. Property is sensitive to interest rates, so prices can fall sharply when rates rise. Distributions are a meaningful part of the return and are unfranked. Hedging means the Australian dollar has little effect on returns.

REIT is often used as a satellite to add global property beyond the small Australian market. The closest alternative is GLPR, and VAP and MVA cover Australian property; see REIT vs GLPR and MVA vs REIT.

REIT distributions and dividend dates

REIT pays distributions quarterly, usually going ex-distribution in January, April, July and October, with payment about 15 days after the ex-date. (Pattern estimated from recent payments.)

The latest distribution was $0.19 per unit (0% franked), ex-distribution on 1 October 2026 and paid on 16 October 2026. To receive it you need to own REIT before the ex-date.

Its distribution yield over the past 12 months is about 4.5%. Distributions vary and past payments are not a guide to future ones.

From ASX announcements, updated nightly. See every ETF in the dividend calendar.

Compare REIT with

REIT price by TradingView

Stock CodeREIT
Fund ManagerVanEck
Asset ClassProperty & infrastructure
AUM$798m
MER (%)0.20%
Net flows (Sep)+$22m
Last Price$16.20
52-Week Range$15.41 – $17.88
Bid/Ask Spread0.11%
Listing Date02/04/2019
ExchangeASX
Index trackedFTSE EPRA Nareit Developed ex Australia Rental Index (hedged)
Issuer websiteVanEck β†—

Performance (% return)

-5%6%18%29%1M-4.9%1Y6.4%3Y29.0%5Y-2.3%
1 monthβˆ’4.9%
1 year+6.4%
3 years p.a.+8.9%
5 years p.a.βˆ’0.5%

$10,000 invested…

1 year ago$10,6403 years ago$12,8975 years ago$9,767

Value at 30 September 2026 with distributions reinvested, before tax and brokerage.

Total returns including distributions, to 30 September 2026. 1M, 1Y, 3Y and 5Y bars are cumulative.

REIT at a glance: strengths and things to watch

πŸ‘ Strengths

  • Low cost. At 0.20% a year it is cheaper than 80% of property & infrastructure ETFs.

⚠️ Things to watch

  • Behind its peers. βˆ’0.5% a year over 5 years, against +2.5% for the median property & infrastructure ETF.

Worked out from REIT's fees, size, flows, returns and trend against the 20 property & infrastructure ETFs in Australia, to 30 September 2026. General information, not a recommendation.

Joshua StegaetfadviserTrend check
Base since 29 Oct 2026

REIT is in a base. Here's why that matters.

REIT's moving averages are tangled and the price is moving sideways. The trend hasn't picked a direction yet. Its price is 7.5% below its 12-month high.

Why it matters: Bases are where the next big move starts. A breakout can begin a new uptrend, while a breakdown can start a long fall. Buying a satellite before the breakout often means waiting months for nothing to happen.

At ETF Adviser the core of a portfolio stays invested through every stage, and satellite ETFs are only bought in an uptrend. Members get a weekly update on which ETFs are breaking out of a base and which trends have broken.

Oct 25Jan 26Apr 26Jul 26Oct 26
UptrendBaseDowntrend

REIT weekly price, past 12 months, shaded by trend stage. Stage as at 7 November 2026, updated weekly. A technical label, not a recommendation.

πŸ’‘ Cheaper twin

GLPR holds 94% of the same companies as REIT for 0.05% a year less, which is $50 a year on $100,000. See all cheaper alternatives to REIT β†’

Investment Focus

Themes & Sectors

Currency hedgedProperty

Portfolio Breakdown

Top 10 holdings (43.6% of the fund)

SymbolCompany% assets
WELL9.72%
PLD6.96%
EQIX5.73%
SPG4.00%
DLR3.85%
PSA3.13%
O3.05%
VMRK2.70%
VTR2.49%
IRM1.98%

Sector breakdown

  • Real Estate82.2%
  • Health Care16.9%
  • Consumer Discretionary0.8%
  • Information Technology0.0%

Country breakdown

  • United States75.3%
  • Japan4.6%
  • United Kingdom4.0%
  • SG3.3%
  • Canada2.2%
  • France1.8%
  • Switzerland1.8%
  • SE1.6%
  • Other5.5%

Holdings from the issuer's published portfolio as at 30 October 2026. Breakdowns are based on the largest 302 positions, covering 100% of the fund. Compare REIT's holdings with other ETFs β†’

Best-endeavours estimate. Built from each issuer's published holdings, which may be weeks or months old, may cover only part of a fund (some publish only their top 10) and are matched by company name. Figures may be incomplete or inaccurate. Check the issuer's website and PDS before relying on them. General information only.

Similar ETFs

CodeNameSame holdingsMERAUM1Y3Y p.a.5Y p.a.
GLPRiShares Core FTSE Global Property Ex Australia (AUD Hedged) ETF Currency hedged
94%
0.15%$695m+6.3%+8.7%–
DJREState Street SPDR Dow Jones Global Real Estate ESG Tilted ETF
65%
0.20%$509m+1.3%+6.8%+1.4%
IFRAVanEck FTSE Global Infrastructure (AUD Hedged) ETF Currency hedged
0%
0.20%$2.1bn+5.3%+12.1%+5.3%
GLINiShares Core FTSE Global Infrastructure (AUD Hedged) ETF Currency hedged
0%
0.15%$1.9bn+5.7%+12.3%–
TOLLBetashares FTSE Global Infrastructure Shares Currency Hedged ETF Currency hedged–0.14%$29m–––
VAPVanguard Australian Property Securities Index ETF
0%
0.23%$2.8bnβˆ’14.3%+8.9%+2.3%

Same holdings is the share of REIT's money in companies the other ETF also holds, weighted by size. Most similar first, then ETFs in the same category. See every ETF like REIT β†’

REIT vs its closest alternatives

What actually differs between REIT and the ETFs most like it. Data to 30 Sep 2026.

GLPR iShares Core FTSE Global Property Ex Australia (AUD Hedged) ETF

  • They share 94% of their holdings: largely the same companies.
  • GLPR is cheaper (0.15% vs 0.20%), worth about $3,506 on $100,000 over 20 years.
  • Over 3 years, a year: REIT +8.9%, GLPR +8.7% (almost identical).

Full REIT vs GLPR comparison β†’

DJRE State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF

  • They share 65% of their holdings: a lot of doubling up.
  • Both charge the same fee (0.20%).
  • Over 3 years, a year: REIT +8.9%, DJRE +6.8% (REIT ahead by 2.0 percentage points).
  • Different structure: REIT is currency hedged, DJRE is a standard fund.

Compare REIT and DJRE side by side β†’

IFRA VanEck FTSE Global Infrastructure (AUD Hedged) ETF

  • They share 0% of their holdings: mostly different companies.
  • Both charge the same fee (0.20%).
  • Over 3 years, a year: REIT +8.9%, IFRA +12.1% (IFRA ahead by 3.3 percentage points).
  • IFRA is about 3 times larger ($2.1bn vs $798m), which usually means tighter trading spreads.

Full REIT vs IFRA comparison β†’

General information only. Past performance is not a reliable indicator of future performance.

Popular comparisons

VAP vs REITIFRA vs REITGLIN vs REITMVA vs REITREIT vs GLPR

REIT FAQs

What is the fee for REIT?

REIT charges a management fee (MER) of 0.20% a year, according to the TMX Australia monthly funds report as at 30 September 2026.

How big is REIT?

REIT had $798m in funds under management as at 30 September 2026.

How has REIT performed?

REIT returned +6.4% over the year to 30 September 2026 (total return, including distributions). Over three years it returned +8.9% a year. Past performance is not a reliable indicator of future performance.

Who manages REIT?

REIT is managed by VanEck and has been listed since April 2019.

What does REIT hold?

REIT's largest holdings are Welltower Inc (9.7%), Prologis Inc (7.0%), Equinix Inc (5.7%), Simon Property Group Inc (4.0%), Digital Realty Trust Inc (3.9%). It holds about 302 investments in total. The biggest sector is real estate at 78%. Holdings as at 30 October 2026.

Is REIT currency hedged?

Yes. REIT is currency hedged, so changes in the Australian dollar have little effect on its returns. You get the return of the underlying investments in their local currency, less a small cost of hedging.

Is there a cheaper alternative to REIT?

Yes. GLPR (iShares Core FTSE Global Property Ex Australia (AUD Hedged) ETF) holds about 94% of the same companies and charges 0.15% a year, against 0.20% for REIT. Check the index and size before switching, and remember selling may trigger capital gains tax.

Disclaimer

This review is general information only and does not take into account your objectives, financial situation or needs. Consider the VanEck product disclosure statement (PDS) and target market determination (TMD) before investing. Past performance is not a reliable indicator of future performance.