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Diversify: To reduce risk and/or increase return, now more than ever, investors have realized the importance of diversifying their investment portfolios. Investors typically seek proper asset allocation with a balance of stocks, bonds and cash. Adding REIT’s to a portfolio of stocks, bonds and cash can potentially improve performance. REIT’s Measure Up REIT’s have had an attractive compound annual return of 12.5% from 1972 to 2001, placing them above bonds and the S&P 500. Long-term capital appreciation can help overcome the effect inflation has on your purchasing power. Investors rely on the growth of assets to outpace inflation, to preserve their current purchasing power and to accumulate wealth for the future. REIT’s Offer Consistent Income Many investors are attracted to REIT’s for their high level of current income. REIT’s own properties and generate revenue in the form of rent paid by corporations leasing those properties. Because REIT’s must pay at least 90% of their taxable income to shareholders in the form of dividends, they have historically offered attractive consistent income. Your Best Investment May Be Your Financial Advisor To help you determine how much of your portfolio should be invested in real estate, we recommend that you seek the assistance and advice of a professional financial advisor. Whether you need help choosing specific investments or developing and implementing a comprehensive plan, your financial advisor can help put REIT’s to work for you.