The State of REITs: January 2022 Edition

2021 was a very strong year for REITs, which had positive total returns in 10 out of the 12 months, including December’s +8.73% average return. Large cap (+49.35%) and small cap REITs (+47.34%) surged in 2021, while micro caps (+22.36%) significantly underperformed....

The State of REITs: December 2021 Edition

REITs have only had negative total returns in 2 of the first 11 months of 2021, including November’s -3.90% average return. Large cap (-1.41%) and Mid cap REITs (-3.61%) outperformed with only modest share price declines, while microcaps (-7.49%) suffered heavier...

The State of REITs: November 2021 Edition

REITs have achieved positive returns in 9 of the first 10 months of 2021, including a +4.25% average return in October. Large cap (+7.60%) and Mid cap REITs (+4.88%) surged in October while micro caps (-1.35%) badly underperformed. 79.78% of REIT securities had a...

The State of REITs: January 2021 Edition

The average REIT had a negative monthly return in 7 of the 12 months of 2020, with a 3.48% total return in December Mid-cap (+4.5%) and micro-cap REITs (+3.45%) outperformed in December, while small caps (+2.43%) saw smaller gains 75% of REIT securities had a positive...

The State of REITs: December 2020 Edition

The REIT sector has now achieved gains in only 4 of the first 11 months of 2020, with a 22.2% total return in November Micro cap (+29.22%) and small-cap REITs (+27.91%) surged in November, while large caps (+9.14%) saw smaller gains Only 89.44% of REIT securities had...

The State of REITs: November 2020 Edition

The REIT sector has now endured losses in 7 of the first 10 months of 2020, with a -2.69% total return in October Small cap REITs were the hardest hit in October with an average return of -3.46%, while micro caps remained flat with an average return of -0.02% Only...