View Single Post
  #23 (permalink)  
Old 06-17-2008, 11:51 AM
disneysteve's Avatar
disneysteve disneysteve is online now
$ Saving Guru
 
Join Date: Jun 2006
Location: New Jersey
Posts: 15,577
Points: 95616.30
Donate
Default

Quote:
Originally Posted by noppenbd View Post
The Vanguard REIT index returned 35%, 30%, 11% and 35% in the years 2003-2006 respectively. I think that is pretty well correlated with the rise of the housing bubble in the US, although not necessarily with every housing market.
Exactly. We bought our home in 1994 for $142,000. Today it is worth about twice that. That works out to an annual appreciation rate of about 5%. We didn't see anywhere near the returns of that REIT index. Only 15% of the fund's holdings are residential real estate. The rest are industrial, offices, retail, hotels, storage units, etc. So probably not much correlation with the value of my home and the value of those holdings.
__________________
Steve

* Despite the high cost of living, it remains very popular.
* Why should I pay for my daughter's education when she already knows everything?
* There are no shortcuts to anywhere worth going.
Reply With Quote