The State of REITs: January 2023 Edition

The REIT sector ended a brutal 2022 on a low note with a -7.72% total return in December. Large cap (-4.89%), mid cap (-6.03%) and small cap (-8.21%) REITs all averaged single-digit declines in December, but micro caps (-15.21%) fell much more sharply. Only 8.02% of...

The State of REITs: December 2022 Edition

The REIT sector achieved back-to-back months of gains for the first time in 2022, with a +3.33% total return in November. Large-cap (+5.95%), mid-cap (+5.14%), and small-cap (+3.40%) REITs all continued their recovery in November, but micro-caps (-6.57%) fell further...

The State of REITs: November 2022 Edition

The REIT sector achieved only its 3rd month in the black, out of the first 10 months of 2022 with a +8.69% total return in October. Large cap REITs (+2.92%) averaged small gains, micro caps (+7.36%) and mid caps (+8.11%) had moderate gains and small caps (+12.85%)...

The State of REITs: October 2022 Edition

The REIT sector has endured declines in 7 of the first 9 months of 2022, including a particularly brutal -13.66% total return in September. REITs of all sizes faced double-digit percentage declines during September’s sharp market selloff. Micro cap (-18.27%) and small...

The State of REITs: September 2022 Edition

The REIT sector has endured declines in 6 of the first 8 months of 2022, including a -5.29% total return in August. Micro cap REITs (+6.9%) outperformed in August, while large caps (-5.17%), small caps (-6.65%), and mid caps (-7.51%) declined. Only 15.06% of REIT...