Year To Date Best & Worst REIT Sectors

trophy-83115_1280Here is a look at the best and worst yielding sectors in 2015. Note that the list includes all equity REIT stocks, which have been ranked by sector and dividend yield, from highest to lowest.

  • Total 172 Equity REITs
  • Ranked by Sector and Return
  • Return in percent change
  • YTD return – Year to date share price percent change
  • Dividend Yield – As of 29 May 2015

Signup button

Property Sector Company Ticker Div. Yield May-15 return YTD return Sector’s Median YTD return
Diversified – Data Center CoreSite Realty Corporation COR 3.6 (1.8) 20.9 13.6
Diversified – Data Center Equinix, Inc. EQIX 2.5 4.7 18.2 13.6
Diversified – Data Center CyrusOne, Inc. CONE 3.9 (0.6) 17.1 13.6
Diversified – Data Center QTS Realty Trust, Inc. Class A QTS 3.4 2.6 10.0 13.6
Diversified – Data Center Digital Realty Trust, Inc. DLR 5.1 4.1 (0.4) 13.6
Diversified – Data Center DuPont Fabros Technology, Inc. DFT 5.2 3.5 (3.0) 13.6
Self Storage Extra Space Storage Inc. EXR 3.4 6.2 19.4 6.2
Self Storage CubeSmart CUBE 2.7 3.1 7.8 6.2
Self Storage Public Storage PSA 3.5 3.0 4.7 6.2
Self Storage Sovran Self Storage, Inc. SSS 3.3 4.4 4.6 6.2
Self Storage National Storage Affiliates Trust NSA 5.1
Residential Preferred Apartment Communities, Inc. APTS 6.3 3.6 25.9 3.3
Residential Associated Estates Realty Corporation AEC 2.9 0.3 23.2 3.3
Residential Home Properties, Inc. HME 4.1 1.0 13.3 3.3
Residential Bluerock Residential Growth REIT, Inc. Class A BRG 8.5 (0.2) 9.8 3.3
Residential Essex Property Trust, Inc. ESS 2.6 0.3 7.8 3.3
Residential Equity LifeStyle Properties, Inc. ELS 2.7 3.7 6.3 3.3
Residential UDR, Inc. UDR 3.4 (0.6) 5.6 3.3
Residential Sun Communities, Inc. SUI 4.1 1.7 4.4 3.3
Residential Equity Residential EQR 3.0 0.6 3.5 3.3
Residential UMH Properties, Inc. UMH 7.3 (2.0) 3.4 3.3
Residential Monogram Residential Trust Inc MORE 3.1 1.4 3.3 3.3
Residential Mid-America Apartment Communities, Inc. MAA 4.0 2.4 2.3 3.3
Residential Apartment Investment and Management Company Class A AIV 3.2 0.5 2.1 3.3
Residential AvalonBay Communities, Inc. AVB 3.0 1.3 1.9 3.3
Residential Camden Property Trust CPT 3.7 (0.1) 1.5 3.3
Residential Post Properties, Inc. PPS 2.8 (0.6) (3.3) 3.3
Residential Independence Realty Trust, Inc. IRT 8.2 (4.0) (5.2) 3.3
Residential Trade Street Residential, Inc. TSRE 5.2 4.4 (5.3) 3.3
Residential American Campus Communities, Inc. ACC 4.1 (2.8) (5.7) 3.3
Residential Education Realty Trust, Inc. EDR 4.4 (2.0) (10.0) 3.3
Residential Campus Crest Communities, Inc. CCG (10.6) (22.6) 3.3
Residential NexPoint Residential Trust Inc NXRT 5.4 7.1
Infrastructure Crown Castle International Corp CCI 4.0 (2.4) 3.6 2.6
Infrastructure CorEnergy Infrastructure Trust, Inc. CORR 8.1 (2.1) 2.6 2.6
Infrastructure American Tower Corporation AMT 1.9 (1.8) (6.1) 2.6
Infrastructure Communications Sales & Leasing Inc CSAL 9.2 (13.4)
Diversified Gaming and Leisure Properties, Inc. WI GLPI 6.0 2.5 24.7 (3.8)
Diversified Lamar Advertising Company Class A LAMR 4.6 4.6 13.0 (3.8)
Diversified Armada Hoffler Properties, Inc. AHH 6.4 3.1 11.6 (3.8)
Diversified Winthrop Realty Trust FUR 3.9 1.7 7.4 (3.8)
Diversified American Residential Properties, Inc. ARPI (1.1) 5.6 (3.8)
Diversified Gladstone Land Corp. LAND 4.3 (7.8) 4.5 (3.8)
Diversified OUTFRONT Media Inc. OUT 4.9 (3.5) 3.2 (3.8)
Diversified NorthStar Realty Finance Corp. NRF 8.8 (3.3) 3.2 (3.8)
Diversified EPR Properties EPR 6.3 0.1 (3.8)
Diversified American Assets Trust, Inc. AAT 2.4 (1.1) (1.2) (3.8)
Diversified American Homes 4 Rent Class A AMH 1.2 (1.2) (2.0) (3.8)
Diversified Corrections Corporation of America CXW 6.1 (4.4) (3.2) (3.8)
Diversified Gramercy Property Trust Inc. GPT 3.0 (2.7) (3.6) (3.8)
Diversified Select Income REIT SIR 8.5 1.1 (4.0) (3.8)
Diversified Starwood Waypoint Residential Trust SWAY 2.2 (2.0) (4.4) (3.8)
Diversified Iron Mountain, Inc. IRM 5.2 5.7 (5.7) (3.8)
Diversified GEO Group Inc GEO 6.5 (2.7) (6.0) (3.8)
Diversified One Liberty Properties, Inc. OLP 7.0 (1.2) (6.2) (3.8)
Diversified Silver Bay Realty Trust Corp. SBY 2.3 (0.2) (6.8) (3.8)
Diversified Whitestone REIT WSR 8.1 (4.6) (7.1) (3.8)
Diversified Alexander’s, Inc. ALX 3.5 (6.3) (7.6) (3.8)
Diversified W.P. Carey Inc. WPC 6.0 0.3 (9.1) (3.8)
Diversified Washington Real Estate Investment Trust WRE 4.8 1.3 (9.4) (3.8)
Diversified Investors Real Estate Trust IRET 7.2 1.0 (11.4) (3.8)
Diversified Vornado Realty Trust VNO 2.5 (3.5) (15.1) (3.8)
Diversified Lexington Realty Trust LXP 7.4 (1.0) (16.4) (3.8)
Retail – Regional Malls General Growth Properties, Inc. GGP 2.4 3.4 0.7 (4.0)
Retail – Regional Malls Simon Property Group, Inc. SPG 3.3 (0.0) (0.4) (4.0)
Retail – Regional Malls Macerich Company MAC 3.2 0.4 (1.6) (4.0)
Retail – Regional Malls Taubman Centers, Inc. TCO 3.1 2.8 (3.1) (4.0)
Retail – Regional Malls Pennsylvania Real Estate Investment Trust PEI 3.8 (1.3) (4.9) (4.0)
Retail – Regional Malls Rouse Properties, Inc. RSE 4.2 (1.1) (6.7) (4.0)
Retail – Regional Malls CBL & Associates Properties, Inc. CBL 6.0 (2.0) (9.1) (4.0)
Retail – Regional Malls WP GLIMCHER, Inc WPG 7.1 (6.2) (18.3) (4.0)
Retail Excel Trust, Inc EXL 4.5 0.3 18.7 (4.7)
Retail Federal Realty Investment Trust FRT 2.6 0.6 0.8 (4.7)
Retail Brixmor Property Group, Inc. BRX 3.6 5.7 (0.2) (4.7)
Retail Regency Centers Corporation REG 3.1 0.6 (1.0) (4.7)
Retail American Realty Capital Properties, Inc. Class A ARCP (1.8) (2.0) (4.7)
Retail Equity One, Inc. EQY 3.6 0.6 (2.3) (4.7)
Retail Agree Realty Corporation ADC 6.1 (1.5) (2.5) (4.7)
Retail Retail Opportunity Investments Corp. ROIC 4.2 (2.7) (2.7) (4.7)
Retail Acadia Realty Trust AKR 3.1 0.4 (3.2) (4.7)
Retail Weingarten Realty Investors WRI 4.1 3.0 (3.4) (4.7)
Retail STORE Capital Corporation STOR 4.8 (0.7) (3.5) (4.7)
Retail Realty Income Corporation O 5.0 (3.0) (4.5) (4.7)
Retail Kimco Realty Corporation KIM 4.0 (0.6) (4.7) (4.7)
Retail National Retail Properties, Inc. NNN 4.5 (2.3) (4.7) (4.7)
Retail Kite Realty Group Trust KRG 4.0 3.2 (5.9) (4.7)
Retail Inland Real Estate Corporation IRC 5.6 (1.5) (7.4) (4.7)
Retail Getty Realty Corp. GTY 5.2 (3.1) (7.6) (4.7)
Retail DDR Corp. DDR 4.1 (0.8) (7.8) (4.7)
Retail Cedar Realty Trust, Inc. CDR 3.0 (3.4) (8.0) (4.7)
Retail Urstadt Biddle Properties Inc. Class A UBA 5.1 (3.0) (8.0) (4.7)
Retail Ramco-Gershenson Properties Trust RPT 4.6 (1.5) (8.1) (4.7)
Retail Urban Edge Properties UE 3.7 (4.6) (8.9) (4.7)
Retail Tanger Factory Outlet Centers, Inc. SKT 3.4 0.1 (9.0) (4.7)
Retail Spirit Realty Capital, Inc. SRC 6.3 (4.4) (9.3) (4.7)
Retail Retail Properties of America, Inc. Class A RPAI 4.4 (0.7) (10.1) (4.7)
Retail Saul Centers, Inc. BFS 3.4 0.1 (11.9) (4.7)
Industrial/Office Alexandria Real Estate Equities, Inc. ARE 3.2 0.4 4.5 (5.4)
Industrial/Office Douglas Emmett, Inc DEI 2.9 3.1 3.5 (5.4)
Industrial/Office Empire State Realty Trust, Inc. Class A ESRT 1.9 0.4 2.8 (5.4)
Industrial/Office Columbia Property Trust, Inc. CXP 4.6 (0.9) 2.6 (5.4)
Industrial/Office Hudson Pacific Properties, Inc. HPP 1.6 1.1 1.4 (5.4)
Industrial/Office Boston Properties, Inc. BXP 2.0 (1.7) 1.0 (5.4)
Industrial/Office Gladstone Commercial Corporation GOOD 8.7 (2.7) 0.9 (5.4)
Industrial/Office Equity Commonwealth EQC 2.1 0.3 (5.4)
Industrial/Office Kilroy Realty Corporation KRC 2.0 (2.7) (5.4)
Industrial/Office SL Green Realty Corp. SLG 2.0 (3.0) (0.3) (5.4)
Industrial/Office City Office REIT, Inc. CIO 7.4 (1.5) (0.7) (5.4)
Industrial/Office Paramount Group, Inc. PGRE 2.1 0.1 (1.3) (5.4)
Industrial/Office Terreno Realty Corporation TRNO 3.1 (4.4) (1.4) (5.4)
Industrial/Office Duke Realty Corporation DRE 3.5 (1.3) (3.2) (5.4)
Industrial/Office Easterly Government Properties, Inc. DEA 2.8 (1.4) (4.4) (5.4)
Industrial/Office First Industrial Realty Trust, Inc. FR 2.6 (1.1) (5.1) (5.4)
Industrial/Office Highwoods Properties, Inc. HIW 4.1 (2.5) (5.3) (5.4)
Industrial/Office BioMed Realty Trust, Inc. BMR 5.1 (1.7) (5.3) (5.4)
Industrial/Office Franklin Street Properties Corp. FSP 6.5 (1.7) (5.4) (5.4)
Industrial/Office Chambers Street Properties CSG 6.7 1.6 (5.5) (5.4)
Industrial/Office Parkway Properties, Inc. PKY 4.4 5.7 (6.5) (5.4)
Industrial/Office Rexford Industrial Realty, Inc. REXR 3.3 (1.8) (7.1) (5.4)
Industrial/Office Liberty Property Trust LPT 5.4 0.3 (7.1) (5.4)
Industrial/Office Prologis, Inc. PLD 3.6 (1.5) (8.0) (5.4)
Industrial/Office PS Business Parks, Inc. PSB 2.7 (4.3) (8.1) (5.4)
Industrial/Office DCT Industrial Trust Inc. DCT 3.4 (1.0) (8.3) (5.4)
Industrial/Office Piedmont Office Realty Trust, Inc. Class A PDM 4.9 (1.7) (8.8) (5.4)
Industrial/Office Corporate Office Properties Trust OFC 4.3 (2.7) (9.5) (5.4)
Industrial/Office Mack-Cali Realty Corporation CLI 3.6 (5.8) (11.3) (5.4)
Industrial/Office Brandywine Realty Trust BDN 4.3 (3.4) (11.9) (5.4)
Industrial/Office EastGroup Properties, Inc. EGP 4.1 (2.7) (12.1) (5.4)
Industrial/Office New York REIT, Inc. NYRT 5.0 (6.2) (12.5) (5.4)
Industrial/Office Monmouth Real Estate Investment Corporation Class A MNR 6.2 (6.7) (12.9) (5.4)
Industrial/Office STAG Industrial, Inc. STAG 6.5 (2.0) (13.1) (5.4)
Industrial/Office Government Properties Income Trust GOV 8.8 (6.3) (15.2) (5.4)
Industrial/Office Cousins Properties Incorporated CUZ 3.3 (0.9) (15.5) (5.4)
Industrial/Office First Potomac Realty Trust FPO 5.9 (5.8) (18.3) (5.4)
Health Care CareTrust REIT Inc CTRE 4.9 4.4 5.8 (7.1)
Health Care Universal Health Realty Income Trust UHT 5.3 (3.5) (0.5) (7.1)
Health Care Medical Properties Trust, Inc. MPW 6.5 (3.0) (1.6) (7.1)
Health Care LTC Properties, Inc. LTC 4.8 (3.2) (2.5) (7.1)
Health Care New Senior Investment Group Inc SNR 5.8 (1.3) (3.0) (7.1)
Health Care Physicians Realty Trust DOC 5.6 (3.3) (3.3) (7.1)
Health Care National Health Investors, Inc. NHI 5.1 (0.9) (5.5) (7.1)
Health Care Health Care REIT, Inc. HCN 4.7 (2.4) (7.1) (7.1)
Health Care Ventas, Inc. VTR 4.8 (3.5) (7.2) (7.1)
Health Care Omega Healthcare Investors, Inc. OHI 6.0 (0.2) (7.8) (7.1)
Health Care Healthcare Trust of America, Inc. Class A HTA 4.7 (4.2) (8.0) (7.1)
Health Care Senior Housing Properties Trust SNH 7.8 (2.2) (9.5) (7.1)
Health Care HCP, Inc. HCP 5.8 (3.9) (12.1) (7.1)
Health Care Sabra Health Care REIT, Inc. SBRA 5.9 (11.3) (12.7) (7.1)
Health Care Healthcare Realty Trust Incorporated HR 5.0 (7.0) (12.8) (7.1)
Timber CatchMark Timber Trust, Inc. Class A CTT 4.2 2.6 5.1 (7.6)
Timber Plum Creek Timber Company, Inc. PCL 4.3 (2.2) (3.6) (7.6)
Timber Rayonier Inc. RYN 3.9 0.9 (7.6) (7.6)
Timber Weyerhaeuser Company WY 3.6 3.3 (9.3) (7.6)
Timber Potlatch Corporation PCH 4.1 (1.7) (13.4) (7.6)
Lodging/Resorts Xenia Hotels & Resorts, Inc. XHR 4.1 3.0 7.4 (7.9)
Lodging/Resorts Summit Hotel Properties, Inc., INN 3.5 1.4 7.4 (7.9)
Lodging/Resorts Sotherly Hotels Inc. SOHO 3.7 (2.3) 7.3 (7.9)
Lodging/Resorts Ryman Hospitality Properties, Inc. RHP 4.7 (4.4) 4.5 (7.9)
Lodging/Resorts FelCor Lodging Trust Incorporated FCH 1.5 (3.3) (0.7) (7.9)
Lodging/Resorts Hospitality Properties Trust HPT 6.6 0.4 (2.6) (7.9)
Lodging/Resorts Chatham Lodging Trust CLDT 4.3 1.1 (3.6) (7.9)
Lodging/Resorts Pebblebrook Hotel Trust PEB 2.9 (0.1) (6.0) (7.9)
Lodging/Resorts Sunstone Hotel Investors, Inc. SHO 1.3 (2.1) (7.6) (7.9)
Lodging/Resorts Ashford Hospitality Prime, Inc. AHP 1.3 0.5 (8.3) (7.9)
Lodging/Resorts Strategic Hotels & Resorts, Inc. BEE 3.2 (8.7) (7.9)
Lodging/Resorts Hersha Hospitality Trust Class A HT 4.4 (1.1) (9.5) (7.9)
Lodging/Resorts RLJ Lodging Trust RLJ 4.4 1.9 (9.8) (7.9)
Lodging/Resorts LaSalle Hotel Properties LHO 4.9 (0.6) (9.9) (7.9)
Lodging/Resorts DiamondRock Hospitality Company DRH 3.8 (2.9) (11.4) (7.9)
Lodging/Resorts Host Hotels & Resorts, Inc. HST 4.0 (1.1) (16.2) (7.9)
Lodging/Resorts Chesapeake Lodging Trust CHSP 4.5 (2.1) (16.5) (7.9)
Lodging/Resorts Ashford Hospitality Trust, Inc. AHT 5.6 (5.1) (17.9) (7.9)

This is not a recommendation to buy or sell stocks. The highest-yield stocks are not necessarily the best choice for your portfolio. The purpose of this ranking is to shorten your stock analysis by enabling comparison of stock and sector performance. This is a snapshot of information available on 29 May 2015. Please perform your own due diligence before acting. The equity REITs are constituent companies of the FTSE NAREIT All REITs Index as of 30 April 2015. Companies whose equity market capitalization is lower than $100 million have been disregarded.Notes from the author

Button


Written by Heli Brecailo

Disclaimer: This newsletter is not engaged in rendering tax, accounting, or other professional advice through this publication. No statement in this issue is to be construed as a recommendation to buy or sell any security or other investment. Please do your own due diligence before making any investment decision. Some information presented in this publication has been obtained from third-party sources considered to be reliable. Sources are not required to make representations as to the accuracy of the information, however, and consequently the publisher cannot guarantee accuracy.

Disclosure: The author has no positions in any shares mentioned, and no plans to initiate any positions within the next 72 hours.​