REIT portfolio beating S&P 500 9:1!

Here is the e-FinancialWriter REIT portfolio for the week ending February 17, 2012.  As you can see, the average 12-month return for the REITs held in the portfolio was 12.84% vs. 1.36% for the S&P 500. Once again proving that despite the naysayers, real estate should be part of any well-diversified portfolio.

REIT	Sector	Blog date	Price	Closing price 02/17/12	Return to date %	Dividend yield %
PSA	Self storage	3/14/2010	90.75	138.74	52.88	2.63
VTR	Health care	12/30/2010	52.87	57.17	8.13	4.02
HCP	Health care		36.81	40.38	9.70	4.8
HCN	Health care		47.53	55.46	16.68	5.2
SNH	Health care		22.00	21.95	-0.23	6.83
IAECREIN:CN	Canada	9/27/2011	19.45cn	22.19cn	19.23	0
ZRE:CN	Canada		16.29cn	19.43cn	19.28	5.19
INVRLPRA:CN	Canada		5.45cn	5.47 cn	0.28	2.04
NNN	Retail	1/29/2012	27.18	26.63	-2.02	5.76
Index return since inception*					22.15
Avg 12-mo return of REITs in portfolio					12.84
12-mo return S&P 500					1.36

Source: Bloomberg

*Does not include dividends paid

If you have trouble seeing the chart, just in zoom in with your web browser.

To read the posting where I introduced a specific REIT, click the “Blog date” link. And if you’d like to see prior week’s reports, type “reit index” in the search box.

Have a good weekend!  

George