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.
NEWS AND UPDATES
An Inflection Point in Residential Real Estate
The residential real estate industry has undergone significant changes as a result of economic shifts, industry-specific activity, and consumer behavior. We believe there is a disconnect between the market’s perception of the asset class and forward fundamentals. ...
read moreREIT Total Return Positioning in a shifting REIT Landscape
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. ...
read moreMarket Commentary | October 18, 2024
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.
The State of REITs: October 2024 Edition
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...
read moreThe State of REITs: September 2024 Edition
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...
read moreMarket Commentary | September 20, 2024
Normalization
The ad nauseam discussion of when the Federal Reserve would cut interest rates finally concluded on September 18th when Jay Powell announced a 50-basis point reduction in the Fed Funds rate.
read moreThe State of REITs: August 2024 Edition
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%)...
read moreMarket Commentary | August 21, 2024
Newton’s Laws of Motion define action in the physical world. The third law states that for every action there is an equal and opposite reaction. Because we are believers in science, we tend to apply these principles to arenas beyond the physical world. Economics and finance, for example.
read moreThe State of REITs: July 2024 Edition
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...
read moreMarket Commentary | July 17, 2024
A Glimpse at the Future? Earlier this month, a report of a cooling jobs market, closely followed by a CPI report that consumer prices declined in June, provided more than enough fuel to reignite speculation the Fed would soon begin cutting interest rates. The fever...
read moreContact Us
2nd Market Capital Advisory Corp
650 N. High Point Road
Madison, WI 53717
(608) 833-7793 - phone
info@2ndmarketcapital.com
