New to REITs - Fidelity

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batman2020
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New to REITs - Fidelity

Post by batman2020 » Sun Dec 01, 2019 9:29 am

What REITs do folks here like? I'm kinda new to them. I kinda like FREL and FSRNX. My accounts are with Fidelity.

Do you go global or small cap?

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Sandtrap
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Re: New to REITs - Fidelity

Post by Sandtrap » Sun Dec 01, 2019 9:57 am

FSRNX
Fidelity Real Estate Index Fund
ER: .07
or
VGSLX Reit Index (vanguard)

Why differentiate "global" or "small cap" vs market weighted index?

Lot's of resources here:
Search past threads by "Abuss368"

j :happy
Last edited by Sandtrap on Sun Dec 01, 2019 10:01 am, edited 2 times in total.
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cresive
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Re: New to REITs - Fidelity

Post by cresive » Sun Dec 01, 2019 10:00 am

batman2020 wrote:
Sun Dec 01, 2019 9:29 am
What REITs do folks here like? I'm kinda new to them. I kinda like FREL and FSRNX. My accounts are with Fidelity.

Do you go global or small cap?

For what it's worth:

I have FSRNX and I am okay with it. I can't say I highly endorse the fund, but it has been good to me for the last few years. I do like the e/r.

Ben

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grabiner
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Re: New to REITs - Fidelity

Post by grabiner » Sun Dec 01, 2019 10:09 am

I split 50/50 between US and international, and I do that with REITs as well. I hold 10% of my portfolio in REITS, split evenly between Vanguard REIT Index and Vanguard Global Real Estate (Admiral shares of both). This is my least tax-efficient holding, so it is in my IRA.
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nix4me
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Re: New to REITs - Fidelity

Post by nix4me » Sun Dec 01, 2019 10:16 am

I have some money in FREL - its the Fidelity REIT ETF.

snailderby
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Re: New to REITs - Fidelity

Post by snailderby » Sun Dec 01, 2019 10:23 am

Many of these funds track different indexes, which complicates the decision process:

SCHH (Schwab U.S. REIT ETF) (Dow Jones U.S. Select REIT Index)
FSRNX (Fidelity Real Estate Index Fund) (Dow Jones U.S. Select Real Estate Securities Index)
FREL (Fidelity MSCI Real Estate Index ETF) (MSCI USA IMI Real Estate Index)
VNQ (Vanguard Real Estate ETF) (MSCI US Investable Market Real Estate 25/50 Index)
USRT (iShares Core U.S. REIT ETF) (FTSE Nareit Equity REITS Index)

On the international side, check out VNQI. Or consider REET if you want an all-in-one global REIT fund.

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abuss368
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Re: New to REITs - Fidelity

Post by abuss368 » Mon Dec 02, 2019 12:38 pm

Sandtrap wrote:
Sun Dec 01, 2019 9:57 am
FSRNX
Fidelity Real Estate Index Fund
ER: .07
or
VGSLX Reit Index (vanguard)

Why differentiate "global" or "small cap" vs market weighted index?

Lot's of resources here:
Search past threads by "Abuss368"

j :happy
Thanks Sandtrap! :sharebeer
John C. Bogle - Two Fund Portfolio: Total Stock & Total Bond. "Simplicity is the master key to financial success."

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abuss368
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Re: New to REITs - Fidelity

Post by abuss368 » Mon Dec 02, 2019 12:39 pm

batman2020 wrote:
Sun Dec 01, 2019 9:29 am
What REITs do folks here like? I'm kinda new to them. I kinda like FREL and FSRNX. My accounts are with Fidelity.

Do you go global or small cap?
Welcome to the Bogleheads!

I would consider the Vanguard US REIT fund and the Vanguard International REIT fund.
John C. Bogle - Two Fund Portfolio: Total Stock & Total Bond. "Simplicity is the master key to financial success."

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