by Simon Bowler | Sep 19, 2023 | The State of REITs
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...
by Ross Bowler | Sep 19, 2023 | Market Commentary
Sector Rotation 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...
