REIT portfolio weekly update

Here is the e-FinancialWriter REIT portfolio for the week ending March 23, 2012.  Slightly down over last week, but still far ahead of the S&P 500.

REIT	Sector	Blog date	Price	Closing price 03/23/12	Return to date %	Dividend yield %
PSA	Self storage	3/14/2010	90.75	137.07	51.04	2.88
VTR	Health care	12/30/2010	52.87	56.20	6.30	4.17
HCP	Health care		36.81	39.53	7.39	4.91
HCN	Health care		47.53	54.08	13.78	5.33
SNH	Health care		22.00	21.93	-0.32	6.84
IAECREIN:CN	Canada	9/27/2011	19.45cn	23.43cn	20.46	0
ZRE:CN	Canada		16.29cn	19.15cn	17.56	5.25
INVRLPRA:CN	Canada		5.45cn	5.47 cn	0.33	2
NNN	Retail	1/29/2012	27.18	26.89	-1.07	5.71
Index return since inception*					20.55
Avg 12-mo return of REITs in portfolio*					12.77
Avg dividend yield of REITs in portfolio						4.12
12-mo return S&P 500					6.34

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.

Enjoy your weekend!

George