JavaScript is disabled for your browser. Some features of this site may not work without it.
  • About K
  • Academics
  • Admission
  • Alumni Relations
  • Giving to K
  • News & Events
  • Student Life
  • HORNET HIVE
  • ATHLETICS
  • SITEMAP
  • WEBMAIL
    • Login
    View Item 
    •   CACHE Homepage
    • Academic Departments, Programs, and SIPs
    • Economics and Business
    • Economics and Business Senior Integrated Projects
    • View Item
    •   CACHE Homepage
    • Academic Departments, Programs, and SIPs
    • Economics and Business
    • Economics and Business Senior Integrated Projects
    • View Item

    Battle Between Markets : an Analysis Comparing Real Estate Investment Trusts and the S&P 500

    Thumbnail
    View/Open
    Searchable PDF/Kalamazoo College Only (3.517Mb)
    Date
    2018
    Author
    Gard, Andre
    Metadata
    Show full item record
    Abstract
    The purpose of this Senior Individualized Project is to use analytical and statistical methods to determine the relationship between REIT market indices and U.S. market indices. This study will start with an academic literature review covering the seminal theory surrounding investing, components of risk and return, portfolio strategy, and REITs. This study applies the theory by performing statistical and historical analysis on the U.S. market and REIT indices. This review will analyze publicly available datum for the aforementioned indices; specifically, this review will examine the total returns and price levels for the indices. The analysis was performed by comparing the standard deviations and correlations of the total returns and price levels of the indices. The study found that REITs are weakly correlated to the S&P 500, and have a lower standard deviation based on historical returns. This review concludes, then, that REITs can potentially offer investors a lower-risk, higher return asset to a given portfolio.
    URI
    http://hdl.handle.net/10920/33385
    Collections
    • Economics and Business Senior Integrated Projects [1198]

    Browse

    All of DSpaceCommunities & CollectionsBy Issue DateAuthorsTitlesSubjectsThis CollectionBy Issue DateAuthorsTitlesSubjects

    My Account

    Login

    DSpace software copyright © 2002-2023  DuraSpace
    DSpace Express is a service operated by 
    Atmire NV
    Logo

    Kalamazoo College
    1200 Academy Street
    Kalamazoo Michigan 49006-3295
    USA
    Info 269-337-7000
    Admission 1-800-253-3602

    About K
    Academics
    Admission
    Alumni Relations
    Giving to K
    News & Events
    Student Life
    Sitemap
    Map & Directions
    Contacts
    Directories
    Nondiscrimination Policy
    Consumer Information
    Official disclaimer
    Search this site


    Academic Calendars
    Apply
    Bookstore
    Crisis Response
    Employment
    Library
    Registrar
    DSpace Express is a service operated by 
    Atmire NV