IFGL - DRW's Exposure To China/Hong Kong Real Estate Hurting Recent Performance

• WisdomTree Global ex-U.S. Real Estate Fund uses an in-house benchmark to select its holdings. Current exposure in China and Hong Kong is hurting performance.
• This article will explore DRW in detail and how its index differs from those used by two competitors: RWX and IFGL.
• Investors' feelings about China and other EM exposure is important as RWX and IFGL only invest in Developed markets.
• While I think investors should invest Internationally, Real Estate does not hold up well against its US counterparts. For that reason, I am Bearish on DRW.

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