Real Estate Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1AIV Apartment Investment and
1.89 K
 0.11 
 1.74 
 0.20 
2REAX Real Brokerage
866.29
(0.02)
 3.18 
(0.08)
3WHLRL Wheeler Real Estate
575.56
 0.36 
 2.88 
 1.03 
4PECO Phillips Edison Co
522.09
(0.08)
 1.26 
(0.10)
5SKT Tanger Factory Outlet
365.97
(0.02)
 1.63 
(0.03)
6ACR Acres Commercial Realty
284.72
 0.29 
 1.90 
 0.55 
7IRM Iron Mountain Incorporated
275.38
(0.10)
 2.32 
(0.23)
8IRS IRSA Inversiones Y
274.58
(0.07)
 3.05 
(0.21)
9CBRE CBRE Group Class
273.94
 0.02 
 2.08 
 0.05 
10CRESY Cresud SACIF y
256.09
(0.08)
 2.69 
(0.22)
11LB LandBridge Company LLC
252.4
 0.11 
 5.11 
 0.55 
12DHI DR Horton
252.01
(0.06)
 1.95 
(0.11)
13WELL Welltower
224.61
 0.21 
 1.48 
 0.31 
14LADR Ladder Capital Corp
213.21
 0.05 
 1.17 
 0.05 
15RHP Ryman Hospitality Properties
200.47
(0.09)
 1.57 
(0.15)
16NMRK Newmark Group
192.27
 0.01 
 2.49 
 0.01 
17JOE St Joe Company
188.61
 0.05 
 1.52 
 0.07 
18JLL Jones Lang LaSalle
184.91
 0.03 
 2.27 
 0.06 
19SPG Simon Property Group
166.47
(0.03)
 1.50 
(0.04)
20SOHOB Sotherly Hotels Series
165.45
 0.06 
 1.97 
 0.12 
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.