Morningstar Fact Sheets
An Easier Way to Tell the REIT Story to your Clients
Download your choice of five printable, FINRA-reviewed Fact Sheets. Each one explains a potential benefit of REITs by illustrating key facts about the performance of stock exchange-listed Equity REITs over the longest period for which data are available: 1972-2014
Fact Sheet 1: DIVERSIFICATION
Quick Fact: Adding a 5% allocation of REITs to a hypothetical portfolio INCREASED RETURNS and DECREASED RISK.
Fact Sheet 2: INCOME STABILITY
Quick Fact: REITs rewarded investors with a relatively STABLE INCOME RETURN AVERAGING 7.5% through 43 years of market fluctuations.
Fact Sheet 3: INFLATION PROTECTION
Quick Fact: The income return of REITs OUTPACED INFLATION FOR 37 OUT OF 43 YEARS.
Fact Sheet 4: LONG-TERM PERFORMANCE
Quick Fact: REITs provided the LARGEST INCREASE IN WEALTH over 43 years when compared to stocks, bonds and Treasury bills.
Fact Sheet 5: RISK MANAGEMENT
Quick Fact: An investment in REITs generated NO LOSSES when held for 15 years during any of 29 overlapping periods from 1972 to 2014.
Please note:These Fact Sheets have been reviewed 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 a 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.
For Financial Advisors
- Guidelines for strategic portfolio diversification
FINRA reviewed fact sheets on
stock exchange-listed Equity REITs
- Additional References for advisors
Click below to access the references of your choice
How REITs Work
This whiteboard video provides insight into what REITs are and how they work. Watch the video to learn more about the rules that govern REITs and how they operate.