Big Q1 for U.S. REITs

Apr. 07, 2015 12:08 PM ETPublic Storage (PSA)WPS, RWR, VNQ, IYR, ICF, PSA, EXR, RWX, SRS, URE, FRI, WTRE, FFR, IFGL, LSI, RWO, PSR, DRN, DRV, WREI, REK, KBWY, SCHH, VNQI, CUBE, RWXL, REET, FREL, SRET, USRT, RDOGBy: Stephen Alpher, SA News Editor1 Comment
  • The FTSE NAREIT All REITs Index had a total return of 4.05% in Q1, more than quadruple the S&P 500's 0.95% total return. The dividend yields of REITs remain nicely higher at quarter's end than the broader market, averaging 3.80% vs. the S&P 500's 2.02%.
  • Further, the compounded annual return of the All REITs Index has outperformed the S&P 500 over the past 1-, 5-, 10-, 20-, and 40-year periods.
  • Leading the way in Q1 were the self-storage REITs (PSA, SSS, CUBE, EXR) with a total return of 9.16%. Lagging the most after strong outperformance over the past two years were the lodging REITs, falling 4.42% on a total return basis.
  • The FTSE NAREIT Mortgage REITs Index delivered a total return of 2.35%, with a dividend yield of 10.56% on March 31.
  • The FTSE EPRA/NAREIT Global Real Estate Index had a total return of 4.04% in Q1, with a dividend yield of 3.21% on March 31.
  • Source: Press release
  • ETFs: IYR, VNQ, WPS, VNQI, DRN, RWX, URE, SRS, ICF, SCHH, RWR, RWO, IFGL, KBWY, DRV, DRW, REK, FRI, GRI, FTY, FFR, RWXL, PSR, WREI, REET, FREL, SRET

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