In comparison to U.S. listed REITs, we can see clear out-performance year to date, with RWX and RWO for instance up 15.75% and 9.89% respectively versus a prominent U.S. based REIT fund, iShares DJ Real Estate (NYSEArca: IYR), up only 6.46%.

This gap in performance also exists thus far in 2012 for Developed Markets ex-U.S. as well as Emerging Markets versus U.S. equity benchmarks, and based on relative under-performance over longer periods of time, such as the trailing one year period and going back a bit further, it seems very possible that the current out-performance may persist for some time.

Guggenheim China Real Estate

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