REITs Are Still on Top

REITs Are Still on Top

January 14, 2019 Resource Center 0 Comments

By Aaron Izenstark, Co-Founder and Chief Investment Officer

Take a look at the following chart. You may recognize a past version of the chart from our popular webinar on fixed income. The data below is now updated through 12/31/2018, and REITs once again proved to be the best performing asset class over the past 20 years, annualized.

In 2018, IRON’s REIT Portfolio recorded a dividend yield in excess of 7%. Although total return was admittedly volatile and 2018 ended on a down note, 2019 is starting out strong.

 

Fig. 1 IRON Financial, 2019

 

For more information on our IRON REIT Strategy, or to schedule our Fixed Income Webinar for your branch, please contact your Regional Product Specialist.