Irish Eyes Smiling on REITs

Here is the e-FinancialWriter REIT portfolio for the week ending March 16, 2012.  Still running almost double the S&P 500 since inception!

REIT	Sector	Blog date	Price	Closing price 03/16/12	Return to date %	Dividend yield %
PSA	Self storage	3/14/2010	90.75	136.52	50.44	2.89
VTR	Health care	12/30/2010	52.87	56.97	7.75	4.12
HCP	Health care		36.81	40.21	9.24	4.82
HCN	Health care		47.53	54.81	15.32	5.28
SNH	Health care		22.00	22.21	0.95	6.75
IAECREIN:CN	Canada	9/27/2011	19.45cn	24.12cn	24.02	0
ZRE:CN	Canada		16.29cn	19.59cn	20.26	5.14
INVRLPRA:CN	Canada		5.45cn	5.46 cn	0.16	2
NNN	Retail	1/29/2012	27.18	26.67	-1.88	5.76
Index return since inception*					21.43
Avg 12-mo return of REITs in portfolio*					14.08
Avg dividend yield of REITs in portfolio						2.96
12-mo return S&P 500					11.72

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.

Happy St. Patrick’s Day!  

George