Thank you for sharing!

Your article was successfully shared with the contacts you provided.
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.”


Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now

Copyright © 2018 ALM Media Properties, LLC. All Rights Reserved.