Wilshire Funds Management Study Presents New Approach To Income-Oriented Retirement Planning
New research from Wilshire Funds Management, sponsored by NAREIT and based on portfolio optimizations using 40 years of investment return data through 2015, showed that adding a range of high income-generating assets (including REITs) to a traditional retirement-stage portfolio could boost income returns by nearly 40 percent, while providing comparable total returns and no increase in risk.