by Ross Bowler | Aug 25, 2026 | Market Commentary
Maintaining a Full-Spectrum View on Investment Themes
While we never deviate too far from our real estate focus, we sometimes get more excited about a particular sector’s pricing trend. Is it expensive or cheap? How can we participate?
by Ross Bowler | Jul 21, 2026 | Market Commentary
Forecasting Future Growth
The broader stock market performed well in the first six months of 2026. More importantly, for the first time in a long time, REITs (VNQ) delivered in equal measure with the NASDAQ Composite, S&P 500, and the Dow Jones Industrial.
by Ross Bowler | Jun 17, 2026 | Market Commentary
Market Commentary | June 16, 2026 Portfolio Shuffle For more than 3 years, we have forecast that shopping center REITs are poised for outperformance. Well, like the broken clock that’s always right twice a day, this year our prognostication came true and stuck. After...
by Ross Bowler | May 21, 2026 | Market Commentary
Higher for Longer
The direction of interest rates has, for an extended time, played a significant role in discussions of economics and investment. Here is where we stood this morning.
by Ross Bowler | May 11, 2026 | Portfolio Asset Management
Suitable Investors If you were to ask, “Who is the ideal client for 2nd Market Capital Advisory?”, our immediate answer would be, “Anyone”. After all, we have long held that REITs TOUCH EVERY ECONOMIC SECTOR, and we know REITs well. Attempting to be less glib, we...
