The State of REITs: March 2024 Edition

REITs fell slightly deeper into the red in 2024 with a -0.81% total return in February. Mid cap (+1.46%) and large cap REITs (+1.04%) averaged gains in February outperforming small caps (-1.33%) and micro caps (-6.98%). Only 50.64% of REIT securities had a positive...

Market Commentary | March 20, 2024

Rotation A Bloomberg report out earlier this week describing that interest rates have recently risen to their highest level this year reminds us of two things.  First, no one has been consistently successful in forecasting the pace and direction of interest rates...