Real Estate
equity · 30 assets · $1.12T combined
Market overview
+883% since 1985-01 · 30 assets, equal-weighted
DCA Backtest
- Invested
- $50,000
- Value today
- $205,436
- Return
- +310.9%
- Months invested
- 500
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +126.0%.
Lump sum instead — $50,000 all at once in Jan 1985: $491,390 (+882.8%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Dec 2021): $5,460 on $5,700 invested (-4.2%).
⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.
Hypothetical — this backtests the group’s cap-weighted index, which isn’t directly investable. A real tracker fund adds fees and tracking difference, and the index only spans months where enough members have history.
30 assets. Select up to 4 to compare.
- Medium-Low Risk(2.2/5)80% ratedWelltower WELLequity · real estate, health care reits
- Medium-Low Risk(2.2/5)80% ratedPrologis PLDequity · real estate, industrial reits
- High Risk(2.8/5)80% ratedEquinix EQIXequity · real estate, data center reits
- High Risk(3.2/5)80% ratedAmerican Tower AMTequity · real estate, telecom tower reits
- High Risk(2.9/5)80% ratedDigital Realty DLRequity · real estate, data center reits
- Medium-Low Risk(2.0/5)60% ratedRealty Income Oequity · real estate, retail reits
- Low Risk(1.7/5)80% ratedPublic Storage PSAequity · real estate, self-storage reits
- Medium-High Risk(2.5/5)80% ratedVentas VTRequity · real estate, health care reits
- Medium-Low Risk(2.1/5)80% ratedCBRE Group CBREequity · real estate, real estate services
- Medium-Low Risk(1.9/5)60% ratedIron Mountain IRMequity · real estate, other specialized reits
- High Risk(3.0/5)80% ratedCrown Castle CCIequity · real estate, telecom tower reits
- Medium-High Risk(2.4/5)60% ratedExtra Space Storage EXRequity · real estate, self-storage reits
- Low Risk(1.5/5)80% ratedVici Properties VICIequity · real estate, hotel & resort reits
- Low Risk(1.6/5)80% ratedVivmark Residential VMRKequity · real estate, multi-family residential reits
- Medium-Low Risk(2.1/5)60% ratedSBA Communications SBACequity · real estate, telecom tower reits
- Medium-High Risk(2.5/5)80% ratedEssex Property Trust ESSequity · real estate, multi-family residential reits
- Medium-High Risk(2.3/5)80% ratedWeyerhaeuser WYequity · real estate, timber reits
- Medium-Low Risk(2.0/5)80% ratedInvitation Homes INVHequity · real estate, single-family residential reits
- Medium-Low Risk(2.1/5)65% ratedKimco Realty KIMequity · real estate, retail reits
- Medium-Low Risk(2.0/5)80% ratedHost Hotels & Resorts HSTequity · real estate, hotel & resort reits
- Low Risk(1.6/5)60% ratedMid-America Apartment Communities MAAequity · real estate, multi-family residential reits
- Medium-Low Risk(2.2/5)80% ratedHealthpeak Properties DOCequity · real estate, health care reits
- Low Risk(1.5/5)65% ratedRegency Centers REGequity · real estate, retail reits
- Medium-High Risk(2.7/5)80% ratedCoStar Group CSGPequity · real estate, real estate services
- High Risk(2.8/5)80% ratedUDR, Inc. UDRequity · real estate, multi-family residential reits
- Medium-High Risk(2.5/5)80% ratedCamden Property Trust CPTequity · real estate, multi-family residential reits
- High Risk(3.1/5)60% ratedBXP, Inc. BXPequity · real estate, office reits
- Medium-Low Risk(2.0/5)80% ratedFederal Realty Investment Trust FRTequity · real estate, retail reits
- High Risk(2.8/5)80% ratedAlexandria Real Estate Equities AREequity · real estate, office reits
- High Risk(3.1/5)80% ratedSimon Property Group SPGequity · real estate, retail reits