by Simon Bowler | Jun 17, 2022 | The State of REITs
The State of REITs: June 2022 Edition The REIT sector has fallen in 4 of the first 5 months of 2022, including a -3.51% total return in May. Small-cap (-2.26%) and mid-cap (-3.46%) REITs outperformed, while large caps (-4.48%) and micro caps (-5.82%) saw deeper losses...
by Simon Bowler | May 18, 2022 | The State of REITs
The State of REITs: May 2022 Edition March’s REIT recovery was short lived as the REIT sector plunged -5.85% in April. Large cap (-3.30%) and mid cap (-5.39%) REITs outperformed, whereas small caps (-7.37%) and micro caps (-9.20%) suffered deeper April losses. Only...
by Simon Bowler | Apr 11, 2022 | The State of REITs
The State of REITs: April 2022 Edition After back-to-back negative return months at the start of the year, REITs began the recovery process in March with a +4.93% total return. Large cap (+6.83%), small cap (+5.48%) and mid cap REITs (+5.31%) outperformed, whereas...
by Simon Bowler | Mar 21, 2022 | The State of REITs
The State of REITs: March 2022 Edition The REIT sector failed to bounce back after a brutal January, as REITs only managed a -0.27% average total return in February. Micro cap (+3.87%), mid cap (+0.37%) and small cap REITs (+0.13%) outperformed, whereas large caps...
by Simon Bowler | Feb 17, 2022 | The State of REITs
The State of REITs: February 2022 Edition 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...
by Simon Bowler | Jan 18, 2022 | The State of REITs
The State of REITs: January 2022 Edition 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...