2MC publishes news and articles designed to keep investors apprised of happenings in the REIT Sector. From time to time, we may share articles or review books we think may be of interest.


Market Commentary | November 16, 2022

Positioning for a return to normal Last Thursday, October's CPI stormed in at 7.7% which would normally be cause for panic, but because the figure was lower than September’s, stocks soared and interest rates fell. On Tuesday PPI came in lower than estimates,...

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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%)...

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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...

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Market Commentary | September 19, 2022

It seems that in each and every one of the last five months, I’ve performed the same mantra. High inflation. Rising interest rates. Markets sell off.

We are here in September and I’m repeating myself. 8.1% YOY inflation. Interest rates are soaring. The stock and bond markets deflate.

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The State of REITs: August 2022 Edition

The REIT sector has achieved gains in only 2 of the first 7 months of 2022, including a +9.74% total return in July. Small cap (+11.68%) and mid cap (+9.09%) REITs had the greatest total returns, while large caps (+8.72%) and micro caps (+6.73%) saw more modest gains...

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Market Commentary | August 11, 2022

On July 28, the Bureau of Economic Analysis announced that real gross domestic product (GDP) decreased at an annual rate of 0.9 percent in the second quarter of 2022. In the first quarter, real GDP decreased by 1.6 percent. By some definitions, two consecutive quarters of decline signal that the economy is in recession.

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Market Commentary | July 20, 2022

Rotation I have often thought that markets function under similar operating principles to those of a Galileo thermometer. Individual floats (stocks) rise or fall relative to their specific density and the density of the surrounding liquid (markets) as temperature...

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