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REIT Total Return Portfolio Review Heading Into 4Q23

by Dane Bowler | Oct 30, 2023 | REIT Total Return Portfolio

Allow us to open this portfolio update with a chart we think explains what is happening in REITs.  REITs are viewed as yield plays and their yield has traded up with treasury yields (price down on both). FFO is fine, growing moderately heading into 2024. Fundamental...

REIT Total Return – Heading into the 2nd Half of 2023

by Dane Bowler | Jul 28, 2023 | REIT Total Return Portfolio

While many of the stocks in the REIT Total Return Portfolio (RTR) are new, there are others that have been in here for a while.  In order to avoid redundancy, we like to examine them from a different lens each quarter.  The focus of this review is going to be multiple...

REIT Total Return – Concentrating into Confirmed Opportunities

by Dane Bowler | Apr 6, 2023 | REIT Total Return Portfolio

We continue to be presented with the problem of there being more opportunistic stocks than realistically fit into the portfolio.  It is tempting to just buy them all which would reduce the weight allocated to each position, but we will likely be doing the opposite....

REIT Total Return: Heading into 2023

by Dane Bowler | Jan 10, 2023 | REIT Total Return Portfolio

Happy New Year! It is a time of reflection and self-improvement.  In that spirit, we want to take some time to examine the history of 2nd Market Capital’s REIT Total Return Portfolio (RTR) since its inception on 7/1/16 as well as a deeper dive into what happened in...

REIT Total Return Portfolio Heading into 4Q2022

by Dane Bowler | Oct 24, 2022 | REIT Total Return Portfolio

A Dark 6 Years for REITs The REIT Total Return Portfolio began trading on 7/1/16 and its 6.25 years of operation have been in one of the roughest REIT markets of all time. They say to make hay when the sun is shining, but what are you supposed to do when it’s not? I...

REIT Total Return Portfolio Heading into the 2nd half of 2022

by Dane Bowler | Jul 14, 2022 | REIT Total Return Portfolio

We view investing as a constant measure of worth against opportunity cost.  The opportunity cost consists of the next best opportunity and is always in flux.   In times like today when the entire market has sold off, opportunity cost is high because so many...
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  • The State of REITs: November 2023 Edition
  • Market Commentary | November 22, 2023
  • The State of REITs: October 2023 Edition
  • REIT Total Return Portfolio Review Heading Into 4Q23
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