by Simon Bowler | Jun 21, 2023 | The State of REITs
The REIT sector declined for the 4th consecutive month with a -2.50% total return in May. Small cap REITs (-1.02%) outperformed in May by averaging the most modest negative total returns. Large caps (-4.64%) underperformed their smaller REIT peers. Only 30.38% of REIT...
by Simon Bowler | May 17, 2023 | The State of REITs
The REIT sector declined for the 3rd month in a row with a -2.88% total return in April. Large cap REITs (+1.35%) saw gains, while mid caps (-0.90%), small caps (-4.44%), and micro caps (-10.62%) all finished April in the red. 18% of REIT securities had a positive...
by Simon Bowler | Apr 18, 2023 | The State of REITs
The REIT sector fell again in March with a -6.11% total return. Large cap (-1.99%) and mid cap (-4.56%) REITs saw modestly negative total returns in March, while small caps (-6.76%) and micro caps (-15.50%) were deeper in the red. Only 21.25% of REIT securities had a...
by Simon Bowler | Mar 20, 2023 | The State of REITs
The REIT sector gave up most of January’s big gains in February with a -6.18% total return. Small cap (-7.42%) and mid cap (-6.05%) REITs fell the furthest in February, with micro caps (-5.15%) and large caps (-4.74%) seeing smaller declines. Only 13.04% of REIT...
by Simon Bowler | Feb 21, 2023 | The State of REITs
The REIT sector sharply rebounded from a tough 2022 with an +11.77% total return in January 2023. Micro cap REITs (+16.16%) saw disproportionately strong gains in January, followed by double-digit returns for small caps (+11.79%), mid caps (+11.50%), and large caps...
