by Ross Bowler | Apr 18, 2023 | Market Commentary
Purgatory at the Point of Inflection About a year ago, in our search for yield that was safe in a rising rate, inflationary environment, we identified a multi-billion-dollar pool of fixed-to-floating rate preferreds we could buy at meaningful discounts to par that...
by Simon Bowler | Apr 18, 2023 | The State of REITs
The REIT sector fell again in March with a -6.11% total return. Large cap (-1.99%) and mid cap (-4.56%) REITs saw modestly negative total returns in March, while small caps (-6.76%) and micro caps (-15.50%) were deeper in the red. Only 21.25% of REIT securities had a...
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....
