Slideshow Returns, dividend yields: See which REITs are on top

Published
  • July 06 2016, 12:36pm EDT

REIT returns, dividend yields

REITs are required to pay out at least 90% of their taxable income as dividends. They also have a low correlation to stocks and bonds. As such, they are popular for income generation and diversification in a portfolio.

But they also provide the potential for moderate, long-term appreciation, according to the National Association of Real Estate Investment Trusts. Long-term total returns typically fall between that of high-growth stocks and bonds, according to the association.

Click through to see REIT returns and dividend yields both year-to-date in 2016, as well as calendar year 2015, for the major categories. All data is from NAREIT.

12. Residential

Total Return 2016 YTD: -3.02%
Dividend yield 2016 YTD: 3.17%
Calendar 2015: 17.07%

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11. Self Storage

Total Return 2016 YTD: -0.98%
Dividend yield 2016 YTD: 2.85%
Calendar 2015: 40.65%

10. Lodging/Resorts

Total Return 2016 YTD: 0.40%
Dividend yield 2016 YTD: 5.68%
Calendar 2015: -24.42%

9. Diversified

Total Return 2016 YTD: 1.26%
Dividend yield 2016 YTD: 4.73%
Calendar 2015: -0.49%

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8. Office

Total Return 2016 YTD: 3.26%
Dividend yield 2016 YTD: 3.30%
Calendar 2015: 0.29%

7. Health Care

Total Return 2016 YTD: 4.08%
Dividend yield 2016 YTD: 5.61%
Calendar 2015: -7.25%

6. Retail

Total Return 2016 YTD: 5.37%
Dividend yield 2016 YTD: 3.59%
Calendar 2015: 4.56%

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5. Infrastructure

Total Return 2016 YTD: 6.48%
Dividend yield 2016 YTD: 3.12%
Calendar 2015: 3.74%

4. Industrial

Total Return 2016 YTD: 7.71%
Dividend yield 2016 YTD: 3.81%
Calendar 2015: 2.64%

3. Timber

Total Return 2016 YTD: 9.07%
Dividend yield 2016 YTD: 3.91%
Calendar 2015: -6.97%

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2. Data Centers

Total Return 2016 YTD: 14.14%
Dividend yield 2016 YTD: 2.98%
Calendar 2015: 1.54%

1. Specialty

Total Return 2016 YTD: 16.77%
Dividend yield 2016 YTD: 6.04%
Calendar 2015: 1.69%