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...
by Simon Bowler | Sep 22, 2024 | The State of REITs
REITs extended their winning streak into August with a +2.11% average total return and are now +6.97% thus far in 2024. Large cap (+5.27%), mid cap (+3.51%) and small cap REITs (+0.84%) averaged gains in August. Micro caps (-3.03%), however, finished August in the...
by Simon Bowler | Aug 30, 2024 | The State of REITs
The REIT sector soared in July with an +8.33% average total return and is now in the black year to date with +3.83% thus far in 2024. Small cap (+9.91%) and mid cap REITs (+9.77%) averaged the highest total returns in July. Micro caps (+5.85%) and large caps (+5.53%)...
by Simon Bowler | Jul 22, 2024 | The State of REITs
The REIT sector continued to recover in June with a +1.12% average total return but closed out the first half of the year in the red (-3.86%). Micro cap REITs (-3.79%) averaged a negative total return in June, but small caps (+1.01%), mid caps (+2.29%), and large caps...
by Simon Bowler | Jun 24, 2024 | The State of REITs
After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%), and mid caps (+3.35%) were solidly in the black. 03% of...
by Simon Bowler | May 20, 2024 | The State of REITs
With a -4.27% average total return in April, REITs have now seen declines in 3 of the first 4 months of 2024. Micro caps (-2.71%) and small caps (-2.87%) averaged low single-digit declines in April while mid caps (-5.36%) and large caps (-5.99%) performed even worse....
