Real Estate Investment Performance Introduction. Real Estate Investment Performance.

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Presentation transcript:

Real Estate Investment Performance Introduction

Real Estate Investment Performance

Real Estate Investment Performance EREITS, Russell 2000, SNP500 and CPI:

Real Estate Investment Performance Risk Adjusted Performance Indexes

Real Estate Investment Performance

Real Estate Investment Performance Risk Adjusted Performance Indexes

Real Estate Investment Performance Portfolio Diversification

Efficient frontier with and without REITs Stocks, bonds, T-bills, and REITs 1972 – 2005 Source:

Potential to reduce risk and increase return Stock and bond investors, Source:

Potential to reduce risk and increase return Fixed-income investors, Source:

Investment Performance with Global Real Estate

Pension Funds

Pension Funds and Real Estate