Listed Equity REITs and Stocks: Income and Capital Appreciation

311 views
194 views

Published on

Cumulative income (cash dividends) and capital appreciation (share price growth) of listed equity REITs and stocks in the U.S. from December 31, 1991 through December 31, 2014. Equity REIT returns are from the FTSE NAREIT All U.S. Equity REIT Index; stock returns are from the S&P 500 Index. REITs have provided substantially stronger total returns during the "modern REIT era." This chart is updated monthly.

0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
311
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
4
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Listed Equity REITs and Stocks: Income and Capital Appreciation

  1. 1. Price Return Note: Based on monthly total returns and price appreciation returns, January 1990 – December 2014 Sources: NAREIT® analysis of data from IDP accessed through FactSet. Dividends are an Important Component of Total Returns Dividend and Capital Gains, January 1990 – December 2014 $0 $30,000 $60,000 $90,000 $120,000 $150,000 12/89 12/91 12/93 12/95 12/97 12/99 12/01 12/03 12/05 12/07 12/09 12/11 12/13 Initial Investment Cumulative Dividends with Reinvestment Cumulative Capital Gains with Reinvestment $0 $30,000 $60,000 $90,000 $120,000 $150,000 12/89 12/91 12/93 12/95 12/97 12/99 12/01 12/03 12/05 12/07 12/09 12/11 12/13 Initial Investment Cumulative Dividends with Reinvestment Cumulative Capital Gains with Reinvestment Standard & Poor’s 500 Stock Index FTSE NAREIT All U.S. Equity REIT Index 0

×