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Real Estate Investment Trusts

REITs are the subset of companies that invest solely in physical real estate. They’re a good way to gain exposure to the real estate market without having to buy individual properties.

Real estate investment trusts
  • Asset Settings
  • Index Funds
  • Alternatives
  • Definition
  • Performance
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Asset Settings


Not all REITs are the same, and the numbers depend on your local currency and inflation. Choose the target market and home country, and the page will display funds and data that apply to you.

The market to invest in

Target Market
where the fund invests

The country you live in

Home Country
currency, inflation, & funds

Index Funds

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United States market

United States Real Estate Investment Trusts

ETFs in the United States ๐Ÿ‡บ๐Ÿ‡ธ

Ticker Provider Index Expense Ratio
SCHHCharles SchwabDJ Equity All REIT Capped0.07
ISIN: US8085248479;
Dividends: Distributing;
Notes: โ€”
VNQVanguardMSCI US Inv. Mkt RE 25/500.13
ISIN: US9229085538;
Dividends: Distributing;
Notes: โ€”
RWRState StreetDJ U.S. Select REIT Capped0.25
ISIN: US78464A6073;
Dividends: Distributing;
Notes: โ€”
IYRiSharesDJ U.S. RE Capped0.38
ISIN: US4642877397;
Dividends: Distributing;
Notes: โ€”

No funds found. See alternatives.

Notes Definitions
  • +SCB — Total market fund that includes small caps (85% LCB + 15% SCB)
  • +EM — Global fund that includes emerging markets (~90% DEV + 10% EM)
  • -CAN — Excludes Canada (or other specified country normally in the index)
  • Acc — Accumulating
  • Dist — Distributing

Assume there are errors and always do your own research. No listings or links are sponsored. Because they track similar indices, all funds should have similar returns before fees.

/// Report an error or suggest a fund ///

Alternatives


Other options when no REIT funds are available

  • Global REITs — The Portfolio Charts data only tracks REITs in the US, and the fund list reflects the US market. However, because the US makes up a large percentage of the global REIT market, a global REIT fund is also a good choice.

Definition


The Portfolio Charts REIT data tracks the full Real Estate Investment Trust index for REITs in the United States.

While I don’t have data for REITs in other countries or regions, the US has historically made up a large percentage of the global REIT market. So the data should be reasonably close to global REIT funds as well.

One common misconception about REITs is that they’re closely related to housing prices that normal people see from day to day. In reality, the largest holdings are often commercial properties like cellular towers and data centers.

Performance

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Since 1970, an investor in the United States holding United States real estate investment trusts earned an average 8.1% real return, with a baseline CAGR of 6.1% over 15 years. Its worst peak-to-trough loss was 50%, and the longest a new investment spent below water was under 8 years.

United States REIT Performance

For an investor in the United States, 1970โ€“2025
# Metric What it measures
8.1% Average return Mean annual return after inflation
6.1% Baseline real return (15 years) What 15-year stretches returned in the weaker outcomes
50% Deepest drawdown Worst peak-to-trough loss after inflation
8 years Longest drawdown Longest a new investment stayed below what you put in
17.4% Volatility (standard deviation) Year-to-year variation in returns

See this asset in the Annual Returns, Long Term Returns, and Drawdowns charts.

Chart

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Compare to other assets for a visual guide to correlations

Heat Map
United States Real Estate Investment Trusts

This displays every real CAGR based on the year the money was invested and the years held.

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Articles


Insights that mention REITs

January 13, 2026
Lessons From the Best Portfolios in 2025
March 15, 2025
Beautiful Constants and the Golden Ratio Portfolio
August 11, 2024
Welcome to the Portfolio Olympics

Portfolios


Portfolios that include REITs

7Twelve Portfolio
Coffeehouse Portfolio
Core Four Portfolio
Global Market Portfolio
Ideal Index Portfolio
Ivy Portfolio
Pinwheel Portfolio
Sandwich Portfolio
Swensen Portfolio
Ultimate Buy and Hold Portfolio
Weird Portfolio
Data for all markets and home countries

REIT Data for All Markets and Home Countries

Everything this page knows about real estate investment trusts, as plain text for readers and assistants that cannot use the controls above: first the performance stats for every market and home country, then every index fund on this page by market and home country. The blocks above show one market and one home country at a time; these tables show all of them.

To open this page on a specific market and home country, link readers to it with ?market=MARKET&home=COUNTRY added to the URL, using the codes shown in parentheses — market codes on the rows of the stats tables and in the Market column of the fund tables, home country codes on the stats tables' headings and in the Home countries column of the fund tables (e.g. ?market=usa&home=deu). Either parameter may be omitted; the defaults are the United States for both. The asset itself is fixed by the page, so ?pk= has no effect here. More in the Guide for AI Assistants.

REIT Performance by Market and Home Country

Real Estate Investment Trusts in all 1 market the data tracks, for all 12 home countries, 1970โ€“2025. Each row is one market; each table is one home country.

United States (usa)

REIT Performance by Market and Home Country: United States, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.1%6.1%50%8 years17.4%

Australia (aus)

REIT Performance by Market and Home Country: Australia, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.5%5.3%54%10 years20.4%

Canada (can)

REIT Performance by Market and Home Country: Canada, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.6%5.8%47%8 years17.5%

France (fra)

REIT Performance by Market and Home Country: France, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)9.0%6.7%54%11 years22.5%

Germany (deu)

REIT Performance by Market and Home Country: Germany, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.7%6.3%58%11 years22.2%

Italy (ita)

REIT Performance by Market and Home Country: Italy, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.9%6.1%53%10 years22.1%

Japan (jpn)

REIT Performance by Market and Home Country: Japan, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)9.2%5.1%60%13 years23.8%

Netherlands (nld)

REIT Performance by Market and Home Country: Netherlands, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.4%5.9%60%12 years22.3%

Spain (esp)

REIT Performance by Market and Home Country: Spain, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.2%5.8%60%13 years22.7%

Sweden (swe)

REIT Performance by Market and Home Country: Sweden, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)9.6%7.3%54%11 years22.0%

Switzerland (che)

REIT Performance by Market and Home Country: Switzerland, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)7.9%4.7%65%13 years23.2%

United Kingdom (gbr)

REIT Performance by Market and Home Country: United Kingdom, 1970โ€“2025
MarketAverageBaselineDeepestLongestVolatility
United States (usa)8.3%6.2%50%12 years20.3%

REIT Index Funds by Market and Home Country

Every REIT index fund on this page: 6 fund listings across 1 market, available to investors in 9 home countries. Each table is one target market (the region the fund invests in); each row is one fund, listed once with every home country it is sold in.

Home country codes: France (fra), Germany (deu), Italy (ita), Japan (jpn), Netherlands (nld), Spain (esp), Switzerland (che), United Kingdom (gbr), United States (usa).

United States Real Estate Investment Trusts (usa)

United States REIT index funds: 6 funds, with the home countries each is available in
Market ISIN Tickers Provider Index Expense Ratio Dividends Notes Home countries
usaUS8085248479SCHHCharles SchwabDJ Equity All REIT Capped0.07Distributingโ€”usa
usaUS9229085538VNQVanguardMSCI US Inv. Mkt RE 25/500.13Distributingโ€”usa
usaJP30485700001659State StreetFTSE Nareit Equity REITs0.2Distributingโ€”jpn
usaUS78464A6073RWRState StreetDJ U.S. Select REIT Capped0.25Distributingโ€”usa
usaUS4642877397IYRiSharesDJ U.S. RE Capped0.38Distributingโ€”usa
usaIE00B1FZSF77IDUP, IQQ7, IUSP, IUSPziSharesEPRA/NAREIT US Dividend+0.4Distributingโ€”fra, deu, ita, nld, esp, che, gbr
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