by Dane Bowler | Jul 28, 2023 | REIT Total Return Portfolio
While many of the stocks in the REIT Total Return Portfolio (RTR) are new, there are others that have been in here for a while. In order to avoid redundancy, we like to examine them from a different lens each quarter. The focus of this review is going to be multiple...
by Ross Bowler | Jul 27, 2023 | Market Commentary
Segueing to Higher Dividend Income and a Return to Par The Labor Department on Wednesday reported that its index of consumer prices rose just 0.2% in June from a month earlier. Market watchers breathed a sigh of relief, but the Fed quickly warned that its battle with...
by Simon Bowler | Jul 27, 2023 | The State of REITs
After 4 straight months in the red, the REIT sector surged back into the black year to date with a stellar +7.41% total return in June. Small cap REITs (+8.59%) outperformed again in June. Large caps (+5.51%) again underperformed their smaller REIT peers in June. A...
