KODEX Korea Real Estate REITs Infrastructure ETF Achieves 100 Consecutive Trading Days of Net Individual Purchases

Samsung Asset Management announced on June 4 that the 'KODEX Korea Real Estate REITs Infrastructure ETF' has achieved 100 consecutive trading days of net individual purchases without missing a single day since the beginning of this year. Over these 100 trading days in 2025, a cumulative total of 116.6 billion KRW in individual investor funds has flowed into the ETF.

Since the introduction of ETFs in 2002, this is the only domestic ETF to have recorded 100 consecutive days of net individual purchases.

The KODEX Korea Real Estate REITs Infrastructure ETF is a product that seeks to generate stable dividend income and capital gains from the recovery of the real estate market by diversifying investments in leading REITs and infrastructure assets listed on the Korean stock market. It is analyzed that individual investors are showing strong interest, as they expect stable returns and potential capital gains even amid market volatility.

The ETF has recently attracted attention in conjunction with the Bank of Korea's decision to lower the base interest rate from 2.75% to 2.5% per annum. A base rate cut generally increases the investment appeal of real estate assets. It further highlights the dividend attractiveness of REITs and infrastructure assets, which are based on stable rental income. Over the past year, the KODEX Korea Real Estate REITs Infrastructure ETF has maintained a dividend yield of approximately 9%, distributing a total of 437 KRW per share across 12 payouts. This is the highest dividend yield among domestic REITs ETFs.

The KODEX Korea Real Estate REITs Infrastructure ETF is classified as a publicly offered real estate collective investment vehicle subject to the Special Tax Treatment Control Act, offering a separate taxation benefit of 9.9% on dividend income up to 50 million KRW. This is a significant advantage for high-net-worth individuals or pension account investors concerned about comprehensive financial income taxation. Among real estate ETFs eligible for separate taxation, KODEX Korea Real Estate REITs Infrastructure ETF is the largest.

The ETF focuses its investments on major REITs and infrastructure assets such as Macquarie Infrastructure, SK REITs, and ESR Kendall Square REITs, and is expected to benefit significantly from changes in interest rates. The fact that more than 25% of its total assets are invested in Macquarie Infrastructure, which has shown outstanding performance over an extended period, appears to have driven individual investor demand. During periods of interest rate cuts, investors can also expect capital gains from the appreciation of held assets, which is likely to further increase investor interest.

Ma Seunghyun, a manager at Samsung Asset Management, explained, "As Korea's economic growth rate has recently slowed, additional base rate cuts are anticipated. Lower funding costs create a very favorable environment for REITs." He added, "This is a tax-saving product that allows investment of up to 50 million KRW without comprehensive financial income taxation through separate taxation. I recommend that investors utilize the separate taxation application through their respective securities firms."