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Real Estate Diversification Benefits

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Author Info
Ronald C. Rutherford (School of Banking and Finance The University of New South Wales Sydney, 2052 Australia and Stichting De Quintessents Amsterdam, The Netherlands)
Abstract

Diversification benefits are shown to vary inversely with the correlation between asset returns. The present study estimates average correlation coefficients between real-estate returns from property-specific data of an internationally diversified real estate and in the Netherlands. It is found that diversification benefits within the United States are much larger than on the European Continent. The low correlation found between U.S. real estate returns implies that portfolios of small numbers of U.S. properties would require large return premia. Also, the study helps to explain shy financial intermediaries exist in the real estate industry and when investors should consider employing them.

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File URL: http://aux.zicklin.baruch.cuny.edu/jrer/papers/pdf/past/vol14n02/v14p117.pdf
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Publisher Info
Article provided by American Real Estate Society in its journal Journal of Real Estate Research.

Volume (Year): 14 (1997)
Issue (Month): 2 ()
Pages: 117-136
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:jre:issued:v:14:n:2:1997:p:117-136

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Postal: American Real Estate Society Clemson University School of Business & Behavioral Science Department of Finance 401 Sirrine Hall Clemson, SC 29634-1323
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Postal: Diane Quarles American Real Estate Society Manager of Member Services Clemson University Box 341323 Clemson, SC 29634-1323
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L85 - Industrial Organization - - Industry Studies: Services - - - Real Estate Services

References listed on IDEAS
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  1. Yoon Dokko & Robert H. Edelstein & Marshall Pomer & E. Scott Urdang, 1991. "Determinants of the Rate of Return for Nonresidential Real Estate: Inflation Expectations and Market Adjustment Lags," Real Estate Economics, American Real Estate and Urban Economics Association, vol. 19(1), pages 52-69. [Downloadable!] (restricted)
  2. Whitmore, G. A., 1970. "Diversification and the Reduction of Dispersion: A Note," Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 5(02), pages 263-264, June. [Downloadable!]
  3. Samuelson, Paul A., 1967. "General Proof that Diversification Pays," Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 2(01), pages 1-13, March. [Downloadable!]
  4. Mao, James C T, 1970. "Essentials of Portfolio Diversification Strategy," Journal of Finance, American Finance Association, vol. 25(5), pages 1109-21, December. [Downloadable!] (restricted)
  5. Dirk P.M. De Wit, 1993. "Smoothing Bias in In-House Appraisal-Based Returns of Open-End Real Estate Funds," Journal of Real Estate Research, American Real Estate Society, vol. 8(2), pages 157-170. [Downloadable!]
  6. Daniel C. Quan & John M. Quigley, 1989. "Inferring an Investment Return Series for Real Estate from Observations on Sales," Real Estate Economics, American Real Estate and Urban Economics Association, vol. 17(2), pages 218-230. [Downloadable!] (restricted)
  7. R. Brian Webb & Mike Miles & David Guilkey, 1992. "Transactions-Driven Commercial Real Estate Returns: The Panacea to Asset Allocation Models?," Real Estate Economics, American Real Estate and Urban Economics Association, vol. 20(2), pages 325-357. [Downloadable!] (restricted)
  8. David J. Hartzell & David G. Shulma & Vice President, 1987. "Refining the Analysis of Regional Diversification for Income-Producing Real Estate," Journal of Real Estate Research, American Real Estate Society, vol. 2(2), pages 85-95. [Downloadable!]
  9. Latane, Henry A & Young, William E, 1969. "Test of Portfolio Building Rules," Journal of Finance, American Finance Association, vol. 24(4), pages 595-612, September. [Downloadable!] (restricted)
  10. Elton, Edwin J & Gruber, Martin J, 1977. "Risk Reduction and Portfolio Size: An Analytical Solution," Journal of Business, University of Chicago Press, vol. 50(4), pages 415-37, October. [Downloadable!] (restricted)
  11. Statman, Meir, 1987. "How Many Stocks Make a Diversified Portfolio?," Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 22(03), pages 353-363, September. [Downloadable!]
  12. David Hartzell & John Hekman & Mike Miles, 1986. "Diversification Categories in Investment Real Estate," Real Estate Economics, American Real Estate and Urban Economics Association, vol. 14(2), pages 230-254. [Downloadable!] (restricted)
  13. Glenn R. Mueller & Barry A. Ziering, 1992. "Real Estate Portfolio Diversification Using Economic Diversification," Journal of Real Estate Research, American Real Estate Society, vol. 7(4), pages 375-386. [Downloadable!]
  14. James R. Follairi, 1989. "Inferring an Investment Return Series for Real Estate from Observations on Sales," Real Estate Economics, American Real Estate and Urban Economics Association, vol. 17(2), pages 231-234. [Downloadable!] (restricted)
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