2MC publishes news and articles designed to keep investors apprised of happenings in the REIT Sector. From time to time, we may share articles or review books we think may be of interest.
NEWS AND UPDATES
Switching to Offense
In our last communication, I profiled a couple of triple net lease REITs, suggesting they would be good defense in an inflationary economy. On May 4th the Fed raised rates by 50 basis points and effectively promised they would make similar moves in each of its next...
read moreThe State of REITs: May 2022 Edition
March’s REIT recovery was short lived as the REIT sector plunged -5.85% in April. Large cap (-3.30%) and mid cap (-5.39%) REITs outperformed, whereas small caps (-7.37%) and micro caps (-9.20%) suffered deeper April losses. Only 19.88% of REIT securities had a...
read moreOur Proprietary Portfolio Heading into 2nd quarter – compounding layers of advantage
With inflation running rampant, REITs are a great place to be due to their natural hedging characteristics. The REIT index, however, does not provide the right mix of stocks, with big positions in troubled sectors and omissions in some of the fundamentally stronger...
read moreMarket Commentary | April 11, 2022
Interest Rates on the Ascent This past week’s release of the minutes from the Fed’s March 15-16 meeting confirmed that inflation is no longer perceived as transitory and efforts to bring inflation down quickly have moved to front and center. After March’s 25 basis...
read moreThe State of REITs: April 2022 Edition
After back-to-back negative return months at the start of the year, REITs began the recovery process in March with a +4.93% total return. Large cap (+6.83%), small cap (+5.48%) and mid cap REITs (+5.31%) outperformed, whereas micro caps (-4.30%) fell sharply. 71% of...
read moreThe State of REITs: March 2022 Edition
The REIT sector failed to bounce back after a brutal January, as REITs only managed a -0.27% average total return in February. Micro cap (+3.87%), mid cap (+0.37%) and small cap REITs (+0.13%) outperformed, whereas large caps (-3.41%) continued to suffer heavy losses....
read moreMarket Commentary | March 11, 2022
United States Inflation Rate Bureau of Labor Statistics data released this morning showed that the annual inflation rate in the US accelerated to 7.9%, the highest rate in more than 40 years. This follows Federal Reserve Chairman Jay Powell’s assertion that in...
read moreThe State of REITs: February 2022 Edition
January was a brutal month for nearly all asset classes including the REIT sector, which endured a -5.66% total return in January. Micro cap (-1.65%) and small cap REITs (-5.47%) outperformed as mid caps (-5.87%) and large caps (-7.2%) suffered heavier losses. Only...
read moreThe State of REITs: January 2022 Edition
2021 was a very strong year for REITs, which had positive total returns in 10 out of the 12 months, including December’s +8.73% average return. Large cap (+49.35%) and small cap REITs (+47.34%) surged in 2021, while micro caps (+22.36%) significantly underperformed....
read moreMarket Commentary | January 18, 2022
Inflation is here. Rate hikes are coming. Markets are anxious. On 1/12/2022 the Bureau of Labor Statistics reported that in December the Consumer Price Index rose 7.0% Y-O-Y. This follows a November report of +6.8%. On 1/13 the Producer Price Index tallied that final...
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