Advertiser Disclosure

advertising disclaimer
Skip to main content
REIT spelled out on dice on top of coins

BREIT vs. SREIT: What Investors Should Know

Dec 21, 2020 by Bryce Webster

Get our 43-Page Guide to Real Estate Investing Today!

Real estate has long been the go-to investment for those looking to build long-term wealth for generations. Let us help you navigate this asset class by signing up for our comprehensive real estate investing guide.

Property Type Exposure BREIT SREIT
Multifamily 39% 54%
Industrial 37% 12%
Office <1% 26%
Net lease (casinos) 15% 0%
Hospitality 6% 4%
Retail 2% 0%
Medical office 0% 4%
Other <1% 0%
Total 100% 100%

Data source: BREIT and SREIT websites and presentations, as of 3Q 2020.

Fund inception date Jan. 2017 Dec. 2018
Years since inception 3.9 years 2 years
Annualized return since inception (see note) 9.12% 9.35%
Annualized return over comparable time period 8.71% 9.35%
Current annualized monthly distribution rate 5.73% 5.82%

Data source: BREIT and SREIT websites, as of October 2020. Note: Returns shown are net of fees for the lowest-fee class of shares (Class I shares).

Got $1,000? The 10 Top Investments We’d Make Right Now

Our team of analysts agrees. These 10 real estate plays are the best ways to invest in real estate right now. By signing up to be a member of Real Estate Winners, you’ll get access to our 10 best ideas and new investment ideas every month. Find out how you can get started with Real Estate Winners by clicking here.