The State of REITs: May 2024 Edition

The State of REITs: May 2024 Edition With a -4.27% average total return in April, REITs have now seen declines in 3 of the first 4 months of 2024. Micro caps (-2.71%) and small caps (-2.87%) averaged low single-digit declines in April while mid caps (-5.36%) and large...

The State of REITs: April 2024 Edition

The State of REITs: April 2024 Edition REITs bounced back from a rough start to the year with a strong +3.26% average total return in March. Mid cap (+5.04%), small cap (+3.90%) and large cap REITs (+2.32%) averaged gains in March while micro caps (-0.32%) saw yet...

The State of REITs: March 2024 Edition

The State of REITs: March 2024 Edition REITs fell slightly deeper into the red in 2024 with a -0.81% total return in February. Mid cap (+1.46%) and large cap REITs (+1.04%) averaged gains in February outperforming small caps (-1.33%) and micro caps (-6.98%). Only...

The State of REITs: February 2024 Edition

The State of REITs: February 2024 Edition The REIT sector had a rough start to 2024 with a -5.72% total return in January. Large cap REITs (-4.79%) outperformed their smaller peers in January. Micro cap REITs (-8.39%) averaged the steepest declines. Only 9.55% of REIT...

The State of REITs: January 2024 Edition

REIT Performance

The REIT sector followed up a strong November performance (+9.50%) with an even better December (+11.40%). The average REIT total return in December far exceeded that of the broader market with more than double the return of the NASDAQ (+5.6%), Dow Jones Industrial Average (+4.9%) and S&P 500 (4.5%).

The State of REITs: December 2023 Edition

The State of REITs: December 2023 Edition The REIT sector averaged a +9.50% total return in November but remains in negative territory year to date (-2.27%). Large cap REITs (+11.54%) outperformed again in November. Micro caps (+3.30%) finally had a month in the...