Forecasting Future Growth
The broader stock market performed well in the first six months of 2026. More importantly, for the first time in a long time, REITs (VNQ) delivered in equal measure with the NASDAQ Composite, S&P 500, and the Dow Jones Industrial.
Higher for Longer
The direction of interest rates has, for an extended time, played a significant role in discussions of economics and investment. Here is where we stood this morning.
In Through the Out Door
In the last two months’ market commentaries, we expressed optimism despite formidable headwinds and a general lack of macroeconomic clarity. This month, our perspective continues brighter with a marked pickup in M&A activity and growing market enthusiasm for REIT IPOs.
Capturing Market Rotation in 3D
The shiny investments have lost some luster here at the start of 2026. With Bitcoin trading at roughly half its earlier highs, crypto no longer looks like a sure thing.