by Simon Bowler | Oct 31, 2023 | The State of REITs
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 peers. Only 9.74% of REIT securities had...
by Simon Bowler | Sep 19, 2023 | The State of REITs
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 REIT peers. Only 18.06% of REIT securities...
by Simon Bowler | Aug 28, 2023 | The State of REITs
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 peers for the 3rd straight month in July....
by Simon Bowler | Jul 27, 2023 | The State of REITs
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 their smaller REIT peers in June. A...
by Simon Bowler | Jun 21, 2023 | The State of REITs
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 smaller REIT peers. Only 30.38% of REIT...
by Simon Bowler | May 17, 2023 | The State of REITs
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% of REIT securities had a positive...
