by Dane Bowler | Apr 27, 2022 | REIT Total Return Portfolio
Our 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...
by Ross Bowler | Apr 11, 2022 | Market Commentary
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...
by Simon Bowler | Apr 11, 2022 | The State of REITs
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...