REIT Total Return – Heading into the 2nd Half of 2023
REIT Total Return – Heading into the 2nd Half of 2023 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...REIT Total Return – Concentrating into Confirmed Opportunities
REIT Total Return – Concentrating into Confirmed Opportunities We continue to be presented with the problem of there being more opportunistic stocks than realistically fit into the portfolio. It is tempting to just buy them all which would reduce the weight...Market Commentary | March 16, 2023
You have likely heard about last week’s sudden implosion of Silicon Valley Bank (SVB). We want to share our insights into what is happening and most importantly, what it may mean for you.