Wilshire Study Presents New Approach To Investing For Retirement Income

New research from Wilshire Funds Management, sponsored by NAREIT and based on portfolio optimizations using 40 years of investment return data through 2015, showed that adding a range of high income-generating assets (including REITs) to a traditional retirement-stage portfolio could boost income returns by nearly 40 percent, while providing comparable total returns and no increase in risk.  Wilshire’s research is based on an advanced portfolio optimization technique called Income Oriented Mean Variance Optimization, an improvement on standard Mean Variance Optimization.

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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.