by Dane Bowler | Jul 28, 2023 | REIT Total Return Portfolio
REIT Total Return – Heading into the 2nd Half of 2023 While many of the stocks in the REIT Total Return Portfolio (RTR) are new, there are others that have been in here for a while. In order to avoid redundancy, we like to examine them from a different lens...
by Ross Bowler | Jul 27, 2023 | Market Commentary
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.
by Simon Bowler | Jul 27, 2023 | The State of REITs
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...
