REIT Stocks Could Deliver Strong Dividends
0.14%August 23 | MyPlanIQ portfolio symbol P_37940

Companies that have gone through REIT conversion

  • Forest-products supplier Weyerhaeuser (WY)
  • Plum Creek Timber (PCL) 
  • Sabra Health Care (SBRA)
  • American Tower (AMT) -- mobile-transmission tower company

I thought that I would put these together and see whether the combination of different market segments would provide both income and diversification. Note that I will combine WY and PCL as they are in the same space -- i.e. they will have 1/6 of the investment each.


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Rolling Returns

From 05/26/2006 to 08/23/2021, the worst annualized return of 3-year rolling returns is -69.52%.

From 05/26/2006 to 08/23/2021, the worst annualized return of 5-year rolling returns is -48.57%.

From 05/26/2006 to 08/23/2021, the worst annualized return of 10-year rolling returns is 19.45%.

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