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Dow Jones Wilshire Real Estate data subscribers can access current and historical data and performance reports:
  • Gross performance
  • Performance on a net-of-withholding tax basis
  • Correlations between indexes by both gross and net performance
  • Fundamental characteristics, such as P/E, Dividend Yield and Funds from Operations (FFO)
  • Dividend payment reports
  • Market Capitalization, Weights and Turnover Statistics
Not a subscriber? All current and historical gross performance reports are available to those who register. Registration is free.

The Dow Jones Wilshire Real Estate Indexes are designed to provide measures of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate. The reason for the exclusions is that factors other than real estate supply and demand, such as interest rates and health care, influence the market value of these companies.

To be included in these real estate indexes, a company must be both an equity owner and operator of commercial and/or residential real estate. Businesses excluded from these focused indexes include: mortgage REITS, net-lease REITs, real estate finance companies, mortgage brokers and bankers, commercial and residential real estate brokers and estate agents, home builders, large landowners and subdividers of unimproved land, hybrid REITs, and timber REITs, as well as companies that have more than 25% of their assets in direct mortgage investments. A company must have a minimum total market capitalization of at least $200 million at the time of its inclusion, and at least 75% of the company's total revenue must be derived from the ownership and operation of real estate assets. The liquidity of the company's stock must be commensurate with that of other institutionally held real estate securities.

The real estate indexes are weighted by float-adjusted market capitalization. The DJW RESI and the DJW REIT Index also offer full market capitalization available until June 30, 2007.

For the global and ex US indexes, index values use each stock's closing price on the stock's primary market and the official WM closing currency spot rates as of 11:00 a.m. Eastern time.

Originally named the Wilshire Real Estate Security Index and the Wilshire REIT Index, the indexes were maintained by Wilshire Associates until April of 2004, when Wilshire and Dow Jones Indexes began cobranding them and other Wilshire indexes. As part of the agreement, Dow Jones Indexes assumed responsibility for calculating and maintaining the indexes.