by Simon Bowler | Jul 22, 2024 | The State of REITs
The State of REITs: July 2024 Edition The REIT sector continued to recover in June with a +1.12% average total return but closed out the first half of the year in the red (-3.86%). Micro cap REITs (-3.79%) averaged a negative total return in June, but small caps...
by Ross Bowler | Jul 18, 2024 | Market Commentary
Market Commentary | July 17, 2024 A Glimpse at the Future? Earlier this month, a report of a cooling jobs market, closely followed by a CPI report that consumer prices declined in June, provided more than enough fuel to reignite speculation the Fed would soon begin...
by Dane Bowler | Jul 15, 2024 | REIT Total Return Portfolio
REIT Total Return Positioning Heading into the 2nd Half of 2024 As fundamentals and macros are shifting significantly, we want to focus this review primarily on the environment for REITs broadly and for specific REIT sectors. Price movements of individual REITs have...
