by Ross Bowler | Jan 24, 2024 | Market Commentary
Present and Ready Last Thursday and Friday CPI and PPI reports were encouraging in demonstrating that inflation is moderating, but the battle against inflation continues. Inflation is our perpetual enemy because it erodes consumer purchasing power. Week to week we...
by Simon Bowler | Jan 15, 2024 | The State of REITs
The REIT sector closed the year out strong with a +11.40% total return in December, pushing into positive territory for the full year (+8.66%). Small cap REITs (+13.39%) outperformed in December. Large cap REITs (+9.55%) averaged a lower return than their smaller...
by Dane Bowler | Jan 9, 2024 | REIT Total Return Portfolio
Opportunities on the Horizon The start of the new year marks a great time to update our portfolio’s strategy and positions. There are certain aspects of the 2nd Market Capital REIT Total Return Portfolio (RTR) that are unlikely to change as they are rooted in our...
