Week end REIT index

Here is the e-FinancialWriter REIT Index for the week ending January 6, 2012.  As you can see, my index has beaten the S&P 500 (as represented by the ETF SPY) over the past 12 months by more than 6:1. Plus it’s paying a dividend yield of close to 4%, almost twice SPY’s.

REIT	Blog date	Price	Closing price 01/06/12	Return to date %	Dividend yield %	1-yr return %
PSA	3/14/2010	90.75	132.28	45.76	2.76	34.11
VTR	12/30/2010	52.87	53.70	1.57	4.28	7.07
HCP		36.81	40.34	9.59	4.76	16.51
HCN		47.53	54.23	14.10	5.23	21.21
SNH		22.00	22.52	2.36	6.62	8.73
IAECREIN:CN	9/27/2011	19.45cn	22.64cn	16.38	0	16.04
ZRE:CN		16.29cn	18.61cn	14.24	5.41	14.27
INVRLPRA:CN		5.45cn	5.45 cn	0	1.98	6.62
Index				13	3.88	15.57
SPY					2.02	2.41
Source: Bloomberg

This proves that even in a lousy financial environment, owning some real estate can help boost your portfolio’s return.

Have a good weekend!  

George