The State of REITs: December 2021 Edition

The State of REITs: December 2021 Edition 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,...

The State of REITs: November 2021 Edition

The State of REITs: November 2021 Edition 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...

The State of REITs: December 2020 Edition

The State of REITs: December 2020 Edition The REIT sector has now achieved gains in only 4 of the first 11 months of 2020, with a 22.2% total return in November Micro cap (+29.22%) and small-cap REITs (+27.91%) surged in November, while large caps (+9.14%) saw smaller...

The State of REITs: October 2020 Edition

With September’s -4.82% average total return, the REIT sector has now seen monthly losses in 6 of the first 9 months of 2020. Year-to-date REITs have now lost an average of -24.93%. The REIT sector outperformed the NASDAQ (-8.71%) but underperformed the S&P 500 (-3.92%) and Dow Jones Industrial Average (-2.28%) in September.