by Dane Bowler | Oct 24, 2024 | REIT Total Return Portfolio
The REIT Total Return (RTR) portfolio has been running for over 8 years in a rapidly changing macro environment. We believe it is important to maintain a consistent underlying investment philosophy to incorporate nuanced opportunities in an ever-changing market. ...
by Ross Bowler | Oct 21, 2024 | Market Commentary
Growth Now that the Fed has at last started reducing interest rates, our attention can more singly be focused on growth opportunities in today’s economy. The obvious, and most talked about trend is artificial intelligence. AI has potential real estate applications to...
by Simon Bowler | Oct 21, 2024 | The State of REITs
REITs achieved their 5th straight month in the black with a +3.09% average total return in September and +9.61% year to date. Mid cap (+5.01%), large cap (+3.41%) and small cap REITs (+2.59%) averaged solid gains in September. Micro caps (-0.42%) again averaged a...
