Abstract
Some investors view equity real estate investment trusts (EREITs) as partial substitutes for conventional real estate investments, although the correlation between EREIT and real estate returns is insignificant. However, this study finds that the residuals from regressions of both real estate series on financial asset returns are significantly correlated. This supports the notion that there is a common factor (or factors) associated with real estate that affects both sets of returns. In addition, lagged values of the EREIT residuals help explain variations in the conventional unsecuritized real estate return residuals.

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