by Simon Bowler | Feb 17, 2022 | The State of REITs
January was a brutal month for nearly all asset classes including the REIT sector, which endured a -5.66% total return in January. Micro cap (-1.65%) and small cap REITs (-5.47%) outperformed as mid caps (-5.87%) and large caps (-7.2%) suffered heavier losses. Only...
by Simon Bowler | Jan 18, 2022 | The State of REITs
2021 was a very strong year for REITs, which had positive total returns in 10 out of the 12 months, including December’s +8.73% average return. Large cap (+49.35%) and small cap REITs (+47.34%) surged in 2021, while micro caps (+22.36%) significantly underperformed....
by Simon Bowler | Dec 17, 2021 | The State of REITs
REITs have only had negative total returns in 2 of the first 11 months of 2021, including November’s -3.90% average return. Large cap (-1.41%) and Mid cap REITs (-3.61%) outperformed with only modest share price declines, while microcaps (-7.49%) suffered heavier...
by Simon Bowler | Dec 10, 2021 | The State of REITs
REITs have achieved positive returns in 9 of the first 10 months of 2021, including a +4.25% average return in October. Large cap (+7.60%) and Mid cap REITs (+4.88%) surged in October while micro caps (-1.35%) badly underperformed. 79.78% of REIT securities had a...
by Simon Bowler | Jan 20, 2021 | The State of REITs
The average REIT had a negative monthly return in 7 of the 12 months of 2020, with a 3.48% total return in December Mid-cap (+4.5%) and micro-cap REITs (+3.45%) outperformed in December, while small caps (+2.43%) saw smaller gains 75% of REIT securities had a positive...
