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Morningstar Associates’ analysis finds optimal portfolio allocations to REITs up to 13% in well-diversified portfolios.

A REIT or real estate investment trust, is a company that owns, operates or finances income-producing real estate. Modeled after mutual funds, REITs historically have provided investors with regular income streams, diversification, and long-term capital appreciation. Most REITs are public companies that trade on major stock exchanges, but other types of REITs are available to investors.

REITs are stewards of long-term investments in real assets and have a long history of owning and developing sustainable, resilient, and efficient real estate.