Page 7 - IRE – Information for Investors

Leading the Pack
The Self Storage Industry continues to lead the REIT pack!
Self Storage total returns have outperformed all other equity REIT sectors
for 27 years while experiencing the least volatility
Source: NAREIT.
Apartments, 12.4
Health Care, 12.6
Retail, 10.6
Office, 11.7
Industrial, 14.0
Diversified, 8.6 Lodging, 9.0
Self Storage, 16.6
6.0
8.0
10.0
12.0
14.0
16.0
18.0
0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0
Avg. % Total Return per Year: 1994-2020
Volatility Ratio: Std Deviation of Return divided by Avg. Return 1994-2020
NAREIT Equity REIT Sectors: 27 Yrs. Avg. Return vs. Volatility
Apartments, 12.4
Health Care, 12.6
Retail, 10.6
Office, 11.7
Industrial, 14.0
Diversified, 8.6 Lodging, 9.0
Self Storage, 16.6
6.0
8.0
10.0
12.0
14.0
16.0
18.0
0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0
Avg. % Total Return per Year: 1994-2020
Volatility Ratio: Std Deviation of Return divided by Avg. Return 1994-2020
NAREIT Equity REIT Sectors: 27 Yrs. Avg. Return vs. Volatility
Apartments, 12.4
Health Care, 12.6
Retail, 10.6
Office, 11.7
Industrial, 14.0
Diversified, 8.6 Lodging, 9.0
Self Storage, 16.6
6.0
8.0
10.0
12.0
14.0
16.0
18.0
0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0
Avg. % Total Return per Year: 1994-2020
Volatility Ratio: Std Deviation of Return divided by Avg. Return 1994-2020
NAREIT Equity REIT Sectors: 27 Yrs. Avg. Return vs. Volatility