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Modern portfolio theory argues that well-diversified investment portfolios should include allocations to all assets in the market basket, including real estate, which is the third largest asset in the U.S. investment market basket after equities and bonds.

New NAREIT-sponsored research from Wilshire Funds Management shows that adding a range of high income-producing assets, including REITs, to a traditional retirement-stage portfolio would have boosted income returns by nearly 40 percent.

Advanced portfolio modelling technique using 40 years of investment return data increased allocations to REITs, high-yield bonds and preferred stocks in optimized portfolios.

During the second quarter of 2015, NAREIT conducted 112 meetings with many of the largest and most influential investment organizations within the institutional investment marketplace in the United States.

The growing use of target-date funds (TDFs) remains the dominant investment-related trend in the defined contribution and individual retirement account markets, and REITs continued to be a critical component of TDFs in 2020.

New research from Wilshire Funds Management has shown how adding a range of high income-generating assets, including REITs, to model retirement portfolios would have produced a nearly 40 percent gain in income returns while maintaining nearly the same total returns and risk profiles as retirement portfolios with more traditional investment allocations.

Nareit’s Investment Affairs & Investor Education Outreach Program has been developed to inform institutional investors, individual investors and financial advisors worldwide about the many positive investment performance attributes of REIT-based real estate investment, thereby empowering all cohorts of investors to make more informed decisions about the appropriate allocation of assets invested in REITs.

Nareit’s Investment Affairs & Investor Education Outreach Program has been developed to inform institutional investors, individual investors and financial advisors worldwide about the many positive investment performance attributes of REIT-based real estate investment, thereby empowering all cohorts of investors to make more informed decisions about the appropriate allocation of assets invested in REITs.

During August, NAREIT’s Investor Outreach team met with 22 global investment organizations controlling close to $1 trillion in institutional investment assets.

During August, NAREIT’s Investor Outreach team met with 22 global investment organizations controlling close to $1 trillion in institutional investment assets.

Institutional investors reevaluating role of REITs in retirement portfolios.

During the third quarter of 2015, NAREIT conducted 138 meetings with many of the United States’ largest and most influential investment organizations.

During the first three months of 2015, NAREIT conducted 139 meetings with many of the largest and most influential investment organizations within the institutional investment marketplace, primarily in the U.S., but also in Mexico. Collectively, these entities represent more than $17 trillion in assets under management or advisement.

NAREIT Makes Recommendations to Indian Government on REIT Regime Investor Outreach Activity Brisk in October REIT.com Video: Paul McDermott, WRIT NAREIT Represented at Pensions & Investments Conference NAREIT Participates in Public Employee Pension Conference NAREIT Joins Coalition Addressing Proposal on Credit Risk Retention Rules GRESB Appoints REESA Representative to Benchmarking Committee NAREIT Welcomes New Members REITs in the Community REITWorld 2013 Begins Next Week