Article: Real Estate Trusts Keep Winning; Analysts Still Counsel Using Them for Portfolio Diversity

Analysts have been nervously writing year-end epitaphs for real estate for the last couple of years, but the sector has kept outperforming the overall market. Despite worries that real estate funds are due for a breather after six strong years, smart investors are likely to hang on for the long haul.

Real estate stocks do not move in lockstep with the rest of the market, and that makes them good portfolio diversifiers, said Dan McNeela, senior analyst with fund-tracker Morningstar Inc. Another point in their favor, particularly relevant to investors looking for income, is that a significant portion of their total return comes from dividends.

It's become common for investors to plunk 5 ...

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