Market Commentary | April 22, 2024
Two Sides to the Same Story
An inordinate amount of focus has been placed on which way the wind blows in relation to when the Fed will begin cutting interest rates.
The State of REITs: April 2024 Edition
The State of REITs: April 2024 Edition REITs bounced back from a rough start to the year with a strong +3.26% average total return in March. Mid cap (+5.04%), small cap (+3.90%) and large cap REITs (+2.32%) averaged gains in March while micro caps (-0.32%) saw yet...REIT Total Return Portfolio Review Heading into 2Q2024
A shifting macro environment should benefit REITs
We continuously review the positions in the 2nd Market Capital REIT Total Return Portfolio (RTR) to make sure each thesis is up to date and throughout the month we trade out if a new position looks more opportunistic than an existing position.