Diversification with Real Estate Stocks

Document Type

Article

Publication Date

1-1-2022

Abstract

Performance of optimized REIT portfolios under diversification via the addition of real estate stocks is considered in this chapter. Under both historical and dynamic optimization, adding the stocks significantly improves the price performance of minimum risk portfolios by reducing the value-at-risk of the portfolios. The reverse holds for the tangent portfolio optimizations, under which adding the stocks dramatically worsens the value-at-risk and consequently the price performance. The reward-to-risk performance measures of the diversified portfolios are compared to the undiversified counterparts. The results of diversification vary with the performance measure but are again generally better for the minimum risk portfolios than for tangent portfolios.

Publication Title

Dynamic Modeling and Econometrics in Economics and Finance

First Page Number

131

Last Page Number

136

DOI

10.1007/978-3-031-15286-3_9

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