The State of REITs: June 2024 Edition

After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%), and mid caps (+3.35%) were solidly in the black. 03% of...

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 caps (-5.99%) performed even worse....

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 another month in the red. 06% of REIT...

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 50.64% of REIT securities had a positive...

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 securities had a positive total return in...