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.


The State of REITs: September 2023 Edition

The REIT sector gave up some of the gains achieved in June and July with a -4.13% average total return in August. Small cap REITs (-2.49%) outperformed again in August. Micro caps (-13.08%) badly underperformed their larger REIT peers. Only 18.06% of REIT securities...

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Market Commentary | September 15, 2023

Over the last year or so, our exposure to residential real estate investment has been very limited. It’s not that business hasn’t been very good for apartment owners; from the start of 2021 through 2022, rents on lease renewals routinely jumped 15 to 20%.

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Market Commentary | August 29, 2023

Higher interest rates have made commercial real estate prohibitively expensive. Higher interest rates have destabilized the regional banking system through the evaporation of no-cost deposits, which resulted in a raft of stricter banking regulations that further restrict commercial real estate lending.

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The State of REITs: August 2023 Edition

The REIT sector followed a strong June with further gains in July, averaging a solid +4.37% total return in July. Small cap REITs (+5.23%) continued to outperform in July. Large caps (+2.46%) underperformed their smaller REIT peers for the 3rd straight month in July....

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Market Commentary | July 15, 2023

The Labor Department on Wednesday reported that its index of consumer prices rose just 0.2% in June from a month earlier. Market watchers breathed a sigh of relief, but the Fed quickly warned that its battle with inflation is not yet done and at least three Fed Governors indicated we would see two more 25 basis point rate hikes this year.

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The State of REITs: July 2023 Edition

After 4 straight months in the red, the REIT sector surged back into the black year to date with a stellar +7.41% total return in June. Small cap REITs (+8.59%) outperformed again in June. Large caps (+5.51%) again underperformed their smaller REIT peers in June. A...

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Market Commentary | June 15, 2023

Over the last year and a half of this hyper-inflationary environment, we’ve joined the legions of other investors in ritualistically awaiting the monthly release of fresh Consumer Price Index (CPI) and Producer Price Index (PPI) reports. Most of the time these reports are followed by the minutes of the Federal Open Market Committee (FOMC) and their decision on the direction of interest rates.

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The State of REITs: June 2023 Edition

The REIT sector declined for the 4th consecutive month with a -2.50% total return in May. Small cap REITs (-1.02%) outperformed in May by averaging the most modest negative total returns. Large caps (-4.64%) underperformed their smaller REIT peers. Only 30.38% of REIT...

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Market Commentary | May 19, 2023

Old Currency is New Again History has a tendency to repeat itself and, at times, it can be a long, frustrating process. On May 3rd, the Federal Reserve raised rates for a 10th time bringing the target rate back to the highest level it has been since the Great...

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