by Simon Bowler | Aug 28, 2023 | The State of REITs
The State of REITs: August 2023 Edition The REIT sector followed a strong June with further gains in July, averaging a solid +4.37% total return in July. Small cap REITs (+5.23%) continued to outperform in July. Large caps (+2.46%) underperformed their smaller REIT...
by Simon Bowler | Jul 27, 2023 | The State of REITs
The State of REITs: July 2023 Edition After 4 straight months in the red, the REIT sector surged back into the black year to date with a stellar +7.41% total return in June. Small cap REITs (+8.59%) outperformed again in June. Large caps (+5.51%) again underperformed...
by Simon Bowler | Jun 21, 2023 | The State of REITs
The State of REITs: June 2023 Edition The REIT sector declined for the 4th consecutive month with a -2.50% total return in May. Small cap REITs (-1.02%) outperformed in May by averaging the most modest negative total returns. Large caps (-4.64%) underperformed their...
by Simon Bowler | May 17, 2023 | The State of REITs
The State of REITs: May 2023 Edition The REIT sector declined for the 3rd month in a row with a -2.88% total return in April. Large cap REITs (+1.35%) saw gains, while mid caps (-0.90%), small caps (-4.44%), and micro caps (-10.62%) all finished April in the red. 18%...
by Simon Bowler | Apr 18, 2023 | The State of REITs
The State of REITs: April 2023 Edition The REIT sector fell again in March with a -6.11% total return. Large cap (-1.99%) and mid cap (-4.56%) REITs saw modestly negative total returns in March, while small caps (-6.76%) and micro caps (-15.50%) were deeper in the...
