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REIT Portfolio Builder

Build a diversified real estate portfolio across property types including residential, industrial, data centers, healthcare, and retail. Optimize for income and sector exposure.

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Portfolio Holdings
PLD25%
Prologis
Industrial2.8% yield
EQIX20%
Equinix
Data Center2.1% yield
O15%
Realty Income
Retail5.5% yield
TOTAL ALLOCATION60%
UNALLOCATED40%
Parameters
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REIT Portfolio

Real Estate Investment Trusts • Generated on February 10, 2026

AllocationInstitute

Portfolio Summary

TOTAL ALLOCATION
60%
INITIAL INVESTMENT
$100,000
NUMBER OF HOLDINGS
3

Key Metrics

AVG YIELD
1.95%
Wtd Yield
1.95%

Holdings Detail

NameTickerTypeWeightYieldValue
PrologisPLDIndustrial25%2.80%$25,000
EquinixEQIXData Center20%2.10%$20,000
Realty IncomeORetail15%5.50%$15,000

Top 5 Holdings

PLD: 25%
EQIX: 20%
O: 15%

Disclaimer: This report is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Simulated returns are based on historical data and assumptions that may not reflect actual market conditions. Consult a qualified financial advisor before making investment decisions.

Allocation Institute © 2026
REIT Portfolio Report
Portfolio Yield1.95%
Annual Income$1,945
Holdings3
Property Types3
Holdings Breakdown
  • PLD
  • EQIX
  • O
  • Cash
Property Type Allocation
7%28%IndustrialDataCenterRetail
Holdings Detail
TICKERNAMEPROPERTY TYPEYIELDWEIGHTVALUE
PLDPrologisIndustrial2.8%25%$25,000
EQIXEquinixData Center2.1%20%$20,000
ORealty IncomeRetail5.5%15%$15,000