Equity REITs Underperform, Mortgage REITs Outperform Broader Equity Market In 2016

The total return of the U.S. Equity REIT market fell short of the S&P 500’s gain in 2016, while Mortgage REITs nearly doubled the total return of the broader equity market.  The FTSE NAREIT All Equity REITs Index had an 8.63 percent total return and the FTSE NAREIT All REITs Index, the broadest index of the U.S. REIT market including both Equity and Mortgage REITs, was up 9.28 percent for 2016, compared with the S&P 500’s 11.96 percent total return for the year.  The FTSE NAREIT Mortgage REITs Index delivered a 22.85 percent total return for 2016 – the product of a 10.00 percent price return and a 12.85 percent income return.

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