US equity REIT index returns

Main article: Real estate investment trust (REIT)

US equity REIT index returns chronicles the annual returns of US equity REIT stocks as measured by stock indexes.

The growing proliferation of indexes from index providers, along with a corresponding growing number of index funds and exchange-traded funds (ETFs), creates a number of issues for investors, since the index returns of the different providers result in a dispersion of both yearly and multi-period returns. The annual dispersion of returns for equity REIT indexes has ranged from 0.53% to 4.23% over the past two decades, although the return dispersions narrow over longer holding periods. These return differences are mainly due to the differing methodologies index providers utilize in constructing their indexes

US equity REIT index returns

The table below provides US equity REIT index returns.

Table.

Indexes: Dow Jones U.S. REIT Index; FTSE NAREIT Real Estate 50 Index; MSCI US REIT Index; S&P U.S. REIT Index; Wilshire U.S. REIT Index. Also included are returns of the NAREIT Equity REIT Index (tab 2) CAGR is Compound Annual Growth Rate. (View Google Spreadsheet in browser, then File --> Download as to download the file.) Note: If the spreadsheet is blank, select a different sheet, then back to that sheet. The image will be refreshed.

For index funds and ETFs linked to Real Estate Equity Indexes, refer to US Real Estate Investment Trusts (REITS).

External links

• Determining the appropriate benchmark: A review of major market indexes Christopher B. Philips, C. William Cole and Francis M. Kinniry Jr.,Vanguard Research (April 10, 2010).
• The Case For Indexing, Christopher B. Philips and Frank J. Ambrosio, Vanguard Investment Counseling & Research (February, 2011).

Methodologies

• Dow Jones U.S. Select Real Estate Indexes Methodology
• FTSE FTSE NAREIT US Real Estate Index Series
• MSCI US REIT Methodology
• Wilshire Methodology and Construction

Indexing Indexing CRSP equity indexes • Indexing • Indexing: theory & history • Bond market indexing • Stock market indexing US index returns US micro cap index returns • US small cap index returns • US mid cap index returns • US large cap index returns • US mega cap index returns • US total market index returns • US completion index returns • US equity REIT index returns Global index returns Global bond index returns • Global ex US market index returns • Global market index returns International index returns Developed market index returns • Emerging markets index returns • International REIT index returns • International small cap index returns Index performance Beta index returns • Low volatility index returns • Momentum index returns • Percentages of REITs present in Vanguard index funds • SPIVA scorecards • Survivorship bias US annual data US index returns - 2016 • US index returns - 2015 • US index returns - 2014 • US index returns - 2013 • US index returns - 2012 • US index returns - 2011 • US index returns - 2010

Real estate Real estate Fannie Mae • Freddie Mac • Owning vs renting • Reverse mortgages REITS International REIT index returns • International REITs • Real estate investment trust • US equity REIT index returns Vanguard REITS Percentages of REITs present in Vanguard index funds

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