The State of REITs: January 2021 Edition

The average REIT had a negative monthly return in 7 of the 12 months of 2020, with a 3.48% total return in December Mid-cap (+4.5%) and micro-cap REITs (+3.45%) outperformed in December, while small caps (+2.43%) saw smaller gains 75% of REIT securities had a positive...

The State of REITs: December 2020 Edition

The REIT sector has now achieved gains in only 4 of the first 11 months of 2020, with a 22.2% total return in November Micro cap (+29.22%) and small-cap REITs (+27.91%) surged in November, while large caps (+9.14%) saw smaller gains Only 89.44% of REIT securities had...

The State of REITs: November 2020 Edition

The REIT sector has now endured losses in 7 of the first 10 months of 2020, with a -2.69% total return in October Small cap REITs were the hardest hit in October with an average return of -3.46%, while micro caps remained flat with an average return of -0.02% Only...

The State of REITs: October 2020 Edition

The REIT sector has now endured losses in 6 of the first 9 months of 2020, with a -4.82% total return Micro cap REITs were the hardest hit in September with an average loss of -9.97%, while large caps saw more modest losses with an average return of -2.41% Only 18.89%...

The State of REITs: September 2020 Edition

Summary After suffering losses in five of the first seven months of the year, the REIT sector bounced back in August, averaging a +3.16% total return. Small-cap REITs led with a strong return of +4.86%, while large caps saw much smaller gains with an average return of...