REIT Total Return Portfolio Review Heading Into 4Q23
REIT Total Return Portfolio Review Heading Into 4Q23 Allow us to open this portfolio update with a chart we think explains what is happening in REITs. REITs are viewed as yield plays and their yield has traded up with treasury yields (price down on both). FFO is...Market Commentary | October 19, 2023
With the September 20th release of the Federal Reserve’s statement we learned that they would pause in their inflation fighting, interest rate hiking campaign.