by Dane Bowler | Apr 14, 2025 | REIT Total Return Portfolio
Investing through Volatile Markets
Given the rapid market movement, this portfolio update will be a bit different. We will still present the portfolio’s analytical data, but primarily, we want to discuss the fundamental impact, market price impact, and how the two may not always be directly related.
by Dane Bowler | Jan 27, 2025 | REIT Total Return Portfolio
REIT Total Return – Positioning for 2025 The turn of the calendar has some trading implications such as tax-loss-selling and perhaps some window dressing from the unscrupulous sorts. More commonly though it is time in which people reflect on the year passed and...
by Dane Bowler | Oct 24, 2024 | REIT Total Return Portfolio
REIT Total Return Positioning in a shifting REIT Landscape The REIT Total Return (RTR) portfolio has been running for over 8 years in a rapidly changing macro environment. We believe it is important to maintain a consistent underlying investment philosophy to...
by Dane Bowler | Jul 15, 2024 | REIT Total Return Portfolio
REIT Total Return Positioning Heading into the 2nd Half of 2024 As fundamentals and macros are shifting significantly, we want to focus this review primarily on the environment for REITs broadly and for specific REIT sectors. Price movements of individual REITs have...
by Dane Bowler | Apr 17, 2024 | REIT Total Return Portfolio
A shifting macro environment should benefit REITs
We continuously review the positions in the 2nd Market Capital REIT Total Return Portfolio (RTR) to make sure each thesis is up to date and throughout the month we trade out if a new position looks more opportunistic than an existing position.
by Dane Bowler | Jan 9, 2024 | REIT Total Return Portfolio
Opportunities on the Horizon
The start of the new year marks a great time to update our portfolio’s strategy and positions. There are certain aspects of the 2nd Market Capital REIT Total Return Portfolio (RTR) that are unlikely to change as they are rooted in our philosophy:
