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...
by Ross Bowler | Oct 24, 2022 | Market Commentary
When Bad Markets Happen to Good Stocks Sometimes, when the world seems to have stopped making sense, it helps to get anecdotal. For example, late last summer we learned that famed short-seller, Jim Chanos, was running a bearish campaign on data centers, claiming that...
by Simon Bowler | Oct 20, 2022 | The State of REITs
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...