by Simon Bowler | Jul 22, 2024 | The State of REITs
The REIT sector continued to recover in June with a +1.12% average total return but closed out the first half of the year in the red (-3.86%). Micro cap REITs (-3.79%) averaged a negative total return in June, but small caps (+1.01%), mid caps (+2.29%), and large caps...
by Ross Bowler | Jul 18, 2024 | Market Commentary
A Glimpse at the Future? Earlier this month, a report of a cooling jobs market, closely followed by a CPI report that consumer prices declined in June, provided more than enough fuel to reignite speculation the Fed would soon begin cutting interest rates. The fever...
by Dane Bowler | Jul 15, 2024 | REIT Total Return Portfolio
As fundamentals and macros are shifting significantly, we want to focus this review primarily on the environment for REITs broadly and for specific REIT sectors. Price movements of individual REITs have not properly matched fundamental changes making some areas...
