H&R Real Estate Investment Trust T.HR.UN

Frankie 10

[SNAKEYBOY]

While you temporarily have me off ignore,  do you have a reason as to why many reits are significantly lower then they were early 2000s? Surely an investor buying then like 2005 would have thought by 2023 their capital would have doubled? But they are down big and many dividend cuts along the way.  That alone somewhat sours my decade long reit holdings .. what if this continues

[Frankie10]

I would run the analysis under 2 assumptions, 1) total return if the distribution was taxed and reinvested in the same REIT and 2) total return if the distribution was taxed and reinvested in risk-free investment - you would have to adjust for splits, consolidations, spin-offs, etc. Simply comparing unit price over time without considering these factors to arrive at an apples to apples total

[SNAKEYBOY]

You can do a rough calculation of 6% yield/year for 10 years, then down 35% on capital.   Doesnt seem like a fantastic return

[Frankie10]

I would do it on the XRE for simplicity... I would not cut corners as you just did... and you need to compound that annual yield either at a risk free rate or added to the capital you run at the funds real return over the course of your analysis period to arrive at a destination you could then use to calculate a nominal annualized return. I honestly don't think you have the financial