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