Resources for Financial Advisors

Morningstar Fact Sheets

An Easier Way to Tell the REIT Story to your Clients

REIT Morningstar Fact Sheets

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: 1972-2015

Fact Sheet 1: DIVERSIFICATION

Quick Fact: Adding a 5% or 10% allocation of REITs to a hypothetical portfolio of other stocks and bonds INCREASED RETURNS with NO INCREASE IN RISK.

Fact Sheet 2: LONG-TERM PERFORMANCE

Quick Fact: REITs provided the LARGEST INCREASE IN WEALTH over 44 years when compared to stocks, bonds and Treasury bills.

Fact Sheet 3: INCOME STABILITY

Quick Fact: REITs rewarded investors with REGULAR INCOME ETURNS through 44 years of market fluctuations.

Fact Sheet 4: INFLATION PROTECTION

Quick Fact: The income return of REITs OUTPACED INFLATION FOR 38 OUT OF 44 YEARS.

Fact Sheet 5: RISK MANAGEMENT

Quick Fact: An investment in REITs generated a loss in just ONE of 40 overlapping 5-year periods from 1972 - 2015 (2003 - 2008, ending during the Great Financial Crisis). 

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.


REIT Quick Facts GuideREIT Quick Facts Guide

For Financial Advisors

  • Guidelines for strategic portfolio diversification
  • FINRA reviewed fact sheets on
    stock exchange-listed Equity REITs
  • Additional References for advisors

Download the REIT Quick Facts Guide


Additional References

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.