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Portfolio of Triple-Net REITs

The following 6 triple-net real estate investment trusts (REITs) are suitable for a portfolio that requires dependable income. Under a triple net lease, the tenant must pay property taxes, building insurance and maintenance or repairs in addition to rent.

Triple-Net REITs
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Agree Realty Corp.
2.02 (4.12%)
$202.00
24.27
Lexington Realty Trust
0.70 (6.72%)
$70.00
14.87
National Retail Properties
1.90 (4.50%)
$190.00
22.20
Spirit Realty Capital
0.72 (8.50%)
$72.00
11.76
Store Capital
1.24 (4.81%)
$124.00
20.80
VEREIT
0.55 (6.90%)
$55.00
14.49
Sum Dividends
$713.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Nov-16-2017.


To inspect the performance of the Triple-Net REITs portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

The 4 included in the portfolio computations are: ADC, LXP, NNN and VER. The current value of the portfolio assumes that $2,500.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. SRC and STOR were excluded from the portfolio computations because of insufficient price data.


Triple-Net REITs - Return Results
Portfolio:
Triple-Net REITs
Start date:
Nov-21-2007
Start value:
$10,000
End date:
Nov-21-2017
End value:
$14,414
Number prices
10
Minimum value occurred on Sep-30-2015
$10,000
Maximum value occurred on Sep-30-2016
$14,970
Total gain or loss (Start date to End date)
44.14%
Annualized gain or loss (Start date to End date)
569.32%
Total dollar value on End date of a $10,000 purchase made on Start date
$14,414
Average percent return for all possible buy/sell combinations
11.91%
Number returns
45
Number profitable returns (Winners)
26
Percent profitable returns
57.78%
Number unprofitable returns (Losers)
19
Percent unprofitable returns
42.22%
Winners to losers ratio
1.37
Stock Return Calculator


Click chart to enlarge it.



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