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...

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The 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...

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Market 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...

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The 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...

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The 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....

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Market 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...

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The 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...

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The 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....

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Market 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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