facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Atlas Fiduciary Financial Blog


Three Reasons Why You Should Hold REIT's in Your Portfolio Thumbnail

Three Reasons Why You Should Hold REIT's in Your Portfolio

1. Strong returns Since the 1991, U.S. REITs have delivered an 11.1% annual return, outperforming broader stocks and bonds. 2. High dividends yields Much of the return from REIT’s comes from their high-income payout, right now the 360-day yield on our REIT holdings is 6-9%. 3. Diversifying correlations Since 1991, U.S. REITs have had a 0.57 correlation with the S&P 500 and a 0.21 correlation with U.S. bonds. Global REITs have also exhibited diversifying correlations.