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The key attribute of mortgage REITs as far as retirees are concerned, according to the study, is their steady current income. (Photo: Globe St.)

WASHINGTON, DC—“The income-oriented portfolio provides slightly less annual total return, but a greater income return,’ according to a new study conducted by Santa Monica, CA-based Wilshire Funds Management and sponsored by NAREIT. “For many retirees this may be the appropriate trade-off.” Furthermore, the study says, adding REITs to a retirement portfolio is “critical to achieving the goal of generating a stable income with a reasonable level of risk tolerance.”


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