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REITs - Real Estate Investment Trusts - Info & Discussion: REIT vs S&P500 - 1970 to 2004


  1. Kirk

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Top 1.   Dec 10, 2003 5:06 AM

» Kirk - REIT vs S&P500 - 1970 to 2004

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Chart of the Day
Back in October 2000, we mentioned that diversifying an investment portfolio with REITs was worth considering. Today's chart illustrates that REITs have actually outperformed the S&P 500 since 1972. How have they done lately? So far this millennium, the S&P 500 has struggled with a 30% loss while REITs have managed to post an 80% gain!

Notes:
-
A REIT (Real Estate Investment Trust) is a company that owns and
sometimes operates income-producing real estate (i.e. apartments,
malls, offices, and industrial parks).
- All returns include reinvested dividends and have been adjusted for inflation.
- REIT performance is measured with the NAREIT total return index for equity REITs.
-
For insightful long-term REIT & stock market charts, indicators,
and studies subscribe to our popular premium service called Chart of the Day Plus.


<img src="http://www.chartoftheday.com/20031210.gif" width="454" height="255">
<img src="http://www.chartoftheday.com/20031210b.g..." width="454" height="136">

Source - various

When interest rates start to go up again, it would be a good time for the REIT/S&P500 ratio to change


Kirk's Newsletter performance vs. the S&P500


Year-to-date:
 
  Date       Kirk    S&P500   Delta
2003 YTD    +74.3%   22.5%    51.8%  as of 12/07/2003 
 

Total Return:
                                 Kirk   S&P500+  NASDAQ 
4.75+ Yrs 12/31/98 to 12/07/03  167.3%  ( 7.5%) (11.6%)
Annualized Annual Return         22.0%  ( 1.6%) ( 2.5%)  
 
  
9/30/98 Inception Value:   $100,000
9/30/03 5 yrs later value: $345,395 up 245.4%
S&P500 between 9/30/98 and 9/30/03: up   4.6%
  • With dividends reinvested. All Numbers unaudited. 
  • Click for a free issue of my newsletter 
  • Suitable for the aggressive growth part of your 
    diversified investment portfolio.

    • -- posted by Kirk


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