Mortgage REITs Running Ahead Of S&P 500

Mortgage REITs’ total returns on average continued to outpace the S&P 500’s in April 2017 and doubled the performance of the broad market index in the first four months of the year.

The FTSE NAREIT Mortgage REITs Index gained 3.46 percent in April and 14.66 percent for the first four months of the year, compared with the S&P 500’s 1.03 percent gain in April and 7.16 percent gain for the first four months of 2017. On a 12-month trailing basis ended April 30, the FTSE NAREIT Mortgage REITs Index was up 32.82 percent compared to the S&P 500’s 17.92 percent gain.

The FTSE NAREIT All REITs Index, the broadest index of the U.S. REIT market containing Equity and Mortgage REITs, delivered a 0.51 percent total return in April, a 3.49 percent gain for the first four months of 2017 and an 8.65 percent gain for the 12 months ended April 30. In comparison, the FTSE NAREIT All Equity REITs Index was up 0.43 percent in April, 2.99 percent for the first four months of the year and 7.66 percent for the 12 months ended April 30.

The Nareit Media blog provides information for members of the news media on REITs, the REIT industry and Nareit. Media representatives seeking information on REIT returns, REIT performance relative to other investments, and the size and make-up of the U.S. REIT industry will find it here. Please see our Terms of Use.