Stats › Long run returns › REITs

Equity REITs yielded 4.07% while Treasuries paid 4.18%

Equity REITs: 2.3%+2.3%EquityREITsMortgage REITs: 16%+16%MortgageREITsRussell 1000: 17.4%+17.4%Russell1000DJ US Total Stock Market: 17.1%+17.1%DJ US TotalStock Market

Equity REITs lagged broad equities by more than fifteen points while mortgage REITs, a different asset class entirely, did not. Source: Nareit.

A REIT must pay out at least 90% of its taxable income, so it competes directly with bonds for income buyers. In 2025 equity REITs yielded 4.07% while a ten year US Treasury paid 4.18%. Property risk went uncompensated, and the total return was 2.3%.

+2.3%Equity REITs, 2025
+17.4%Russell 1000, 2025
4.07%Equity REIT yield
4.18%10 year Treasury

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