by Simon Bowler | Jan 15, 2024 | The State of REITs
REIT Performance
The REIT sector followed up a strong November performance (+9.50%) with an even better December (+11.40%). The average REIT total return in December far exceeded that of the broader market with more than double the return of the NASDAQ (+5.6%), Dow Jones Industrial Average (+4.9%) and S&P 500 (4.5%).
by Simon Bowler | Dec 29, 2023 | The State of REITs
The State of REITs: December 2023 Edition The REIT sector averaged a +9.50% total return in November but remains in negative territory year to date (-2.27%). Large cap REITs (+11.54%) outperformed again in November. Micro caps (+3.30%) finally had a month in the...
by Simon Bowler | Nov 28, 2023 | The State of REITs
The State of REITs: November 2023 Edition REITs averaged a -5.31% total return in October and have now fallen to a double-digit negative total return year to date (-10.46 %). Large cap REITs (-2.24%) outperformed their smaller peers in October. Micro caps (-11.32%)...
by Simon Bowler | Oct 31, 2023 | The State of REITs
The State of REITs: October 2023 Edition REITs averaged a -7.14% total return in September and have fallen into the red year to date. Small cap REITs (-6.51%) outperformed yet again in September. Micro caps (-10.45%) continue to severely underperform their larger REIT...
by Simon Bowler | Sep 19, 2023 | The State of REITs
The State of REITs: September 2023 Edition 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...
