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But now, with the emergence of crowdfunding (online investing), anyone can become a passive investor in REITs—real estate investment trusts—starting with as little as $100.

CareTrust REIT (CTRE) has a share price of $19.49 with a one-year total return of 15.4%. Gaming and Leisure Properties (GLPI) has a current share price of $49.61 with a one-year total return of 13.5%.

To study this issue, my research assistants (Alice Nguyen and Diego Alcantara Leon) and I pulled all REIT mutual funds and exchange-traded funds that are publicly listed on U.S. markets.

Historically, REITs have performed quite well. Data from Nareit and YCharts shows that from 1972-2024, U.S. REITs returned an average annual return of 12.6% — compared to 8% for the S&P 500.

The MSCI US REIT Index, which tracks publicly traded REITs, is down about 26% this year. But it has been a strong year for a type of investment especially popular with individuals: nontraded real ...

Co-produced by Austin Rogers. We hear it all the time, over and over again. Why would I buy a REIT at a 5% yield when I could buy a safer bond with the same yield? We pitch real estate investment ...

JP Morgan Asset Management found ROC distributions may reduce the taxable portion of REIT distributions by an estimated 60% to 90%, allowing for more of the dividend to be income-tax-free. Figure ...

The sector also did better than Nareit’s broader index of 139 equity REITs. The index recorded total returns for May of 1.06 percent, underperforming against the S&P 500.