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REIT Total Return: Heading into 2023

by Dane Bowler | Jan 10, 2023 | REIT Total Return Portfolio

Happy New Year! It is a time of reflection and self-improvement.  In that spirit, we want to take some time to examine the history of 2nd Market Capital’s REIT Total Return Portfolio (RTR) since its inception on 7/1/16 as well as a deeper dive into what happened in...

REIT Total Return Portfolio Heading into 4Q2022

by Dane Bowler | Oct 24, 2022 | REIT Total Return Portfolio

A Dark 6 Years for REITs The REIT Total Return Portfolio began trading on 7/1/16 and its 6.25 years of operation have been in one of the roughest REIT markets of all time. They say to make hay when the sun is shining, but what are you supposed to do when it’s not? I...

REIT Total Return Portfolio Heading into the 2nd half of 2022

by Dane Bowler | Jul 14, 2022 | REIT Total Return Portfolio

We view investing as a constant measure of worth against opportunity cost.  The opportunity cost consists of the next best opportunity and is always in flux.   In times like today when the entire market has sold off, opportunity cost is high because so many...

Our Proprietary Portfolio Heading into 2nd quarter – compounding layers of advantage

by Dane Bowler | Apr 27, 2022 | REIT Total Return Portfolio

With inflation running rampant, REITs are a great place to be due to their natural hedging characteristics.  The REIT index, however, does not provide the right mix of stocks, with big positions in troubled sectors and omissions in some of the fundamentally stronger...

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Recent Posts

  • Market Commentary | March 16, 2023
  • The State of REITs: March 2023 Edition
  • Market Commentary | February 14, 2023
  • The State of REITs: February 2023 Edition
  • Market Commentary | January 12, 2023

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