Related Posts
More Posts
Additional Posts in Personal Investment Chatter
Anonymous User
Conversation Starter
Is VWINX a good fund to buy ?
Conversation Starter
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
VNQ and SCHH.
I'm not sure about the legitimacy of this graph. REITs typically have lower returns (and higher ER) than a broad market fund but the dividends are pretty good to have in a tax advantaged account.
Once again what period is it for? It is very easy to make something look better than something else if you control the date range
Bowl Leader
REITs are fine but IF the numbers in the chart are accurate they are only accurate with that specific time frame so it is misleading at best. I think the window they chose started right before the 2001 tech crash which I believe REITs largely avoided. Choose different parameters, even by just a few months and you'll likely see much different results.
Anecdotal, but the REIT funds in my 401k lag my other investments. It only shows up to ten year returns if I drill down into fund performance, but REIT fund is around 9% average annual return while the US Index funds and primarily US growth funds have returned 15-19%. International index funds are around 10%. I still own some, but not as excited about them as I used to be.
S&P 500 up there trying to make themselves look a little taller by wearing lifts and hoping people don’t notice they’re only 5’6”
Conversation Starter
What’s wrong with being 5’6??
Pro
Please don’t ever invest based on historical returns.
This is the opposite
What period is the 20 years? I am sure that could be accurate for some 20 year period but 2001-2021 sp 500 is over 9%.
MCD
McDonald owns so much real estate all over the world. It’s one of the reasons I hold it.
Enthusiast
VNQ
1) I don’t trust any analysis that doesn’t know how to represent things on a graph to scale
2) there’s a reason they chose this time period. The 10-yr S&P is ~15%
What sort of weird bar chart is that?
Pro
REITs either suck or are a scam. Would avoid. Just save up enough to make a down payment yourself if you want to get into RE, mortgage rates are dirt cheap
🙃 The misinformation is strong with this one.
Spg is technically an reit I believe. have me at a 140% gain under that last 18 months or so
How much does he charge? Is he from the established broker firms or independent?
F
O
10k in 2001 turns into over $40k with VOO as a reference.
Misleading...
Check this instead: https://www.instagram.com/p/CIQ0_RfBK_y/?utm_medium=copy_link
This isn’t true. REITs are much lower over an extended period of time. Especially if normalized for inflation.
Probably 1990 to 2010.
GTY has great fundamentals
REITs are good if you are reinvesting dividends
NLY has been good for me… still decently priced imo
You can see the annualized returns for different REITs on your investment platform. I opted not to invest in any of them since they weren’t beating the other funds I’m in but 9% sounds about right for 20 years. I saw 5-10 YT returns at the same level for some I saw on fidelity.
Surprised no one mentioned yet that are ~30 REITs in the S&P 500.