BACKDiversified real estate funds have historically been effective tools to help lower the overall risk of an equity portfolio. Over the past 30 years the DJ Wilshire REIT Index has had a similar risk/return profile as that of the S&P 500 Index with relatively low correlations to other asset classes.
Making the Case for Diversified Real Estate – Risk, Return & Correlations
Author:
Scott D. Reinhardt, CFA
Published on: July 31, 2008