By GWL Realty Advisors | Apr. 20, 2023
Research Team: Anthio Yuen, Senior Director, Research Services and Strategy, Sara Obidi, Analyst, Research Services and Strategy and Wendy Waters, Vice-President, Research Services and Strategy
Originally published March 2023
In this article, GWL Realty Advisors (GWLRA) underlines the importance of income growth for its potential to shield investors from changes in the value of their portfolio. This is especially important in volatile, inflationary times. In fact, changes in asset values (capital growth) have accounted for 35% of total property returns long-term but 80% of overall volatility.1 In comparison, income returns have accounted for 65% of total returns but only 20% of volatility.
With property income growth now trending well above historic averages, GWLRA’s Research Team provides their insights on opportunities for investors. The Canada Life Real Estate Fund is a segregated fund with a Canadian real estate portfolio managed by GWLRA for clients seeking a balance between stable income and long-term growth.
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The views expressed in this commentary are those of this investment manager as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice.
This fund is available through a segregated funds policy issued by The Canada Life Assurance Company. A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.
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