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There are over 40,000 REIT-owned properties in the U.S.

REIT Quick Facts for Financial Advisors

Download your choice of these five Fact Sheets about stock exchange-listed equity REITs that make it easy to explain the benefits of real estate investment through REITs by illustrating key facts about the performance of listed REITs over the longest period (1972-2013) for which data are available.

These Fact Sheets have been approved by FINRA for use by FINRA-registered investment advisers and representatives for purposes of discussing REIT investment options with investors.  The fact sheets are not intended for use by the general public and the information contained therein is not intended as investment advice or as an offer to sell securities. Investments in REITs and other investment securities involve risks.

Individual investors should consult with their financial and/or tax advisors to assess their own investment and tax objectives prior to investing in REITs or other securities.

DIVERSIFICATION

QUICK FACT:  

Adding a 5% allocation of REITs to a hypothetical portfolio INCREASED RETURNS and DECREASED RISK.
Full Story:  Download Fact Sheet 1


INCOME STABILITY

QUICK FACT:  

REITs rewarded investors with a relatively STABLE INCOME RETURN AVERAGING 7.6% through more than 40 years of market fluctuations.
Full Story:  Download Fact Sheet 2


 

INFLATION PROTECTION

QUICK FACT:  

The income return of REITs OUTPACED INFLATION FOR 36 OUT OF THE LAST 42 YEARS. 
Full Story: Download Fact Sheet 3


 

LONG-TERM PERFORMANCE

QUICK FACT:  

REITs provided the LARGEST INCREASE IN WEALTH over more than 40 years when compared to stocks, bonds and Treasury bills.
Full Story: Download Fact Sheet  4


 

RISK MANAGEMENT

QUICK FACT:  

An investment in REITs generated NO LOSSES when held for 15 years during any of the 28 overlapping periods from 1972 to 2013.
Full Story: Download Fact Sheet 5


 

ADDITIONAL RESOURCES FROM NAREIT:

Investors Guide to REITs

FAQs

REITs by the Numbers

Listing of REIT-focused funds

Searchable directory of REITs

Wilshire Target Date Fund Study