Market Commentary | May 20, 2026
Higher for Longer
The direction of interest rates has, for an extended time, played a significant role in discussions of economics and investment. Here is where we stood this morning.
Suitable Investors
Suitable Investors If you were to ask, “Who is the ideal client for 2nd Market Capital Advisory?”, our immediate answer would be, “Anyone”. After all, we have long held that REITs TOUCH EVERY ECONOMIC SECTOR, and we know REITs well. Attempting to be less glib, we...Market Commentary | April 21, 2026
In Through the Out Door
In the last two months’ market commentaries, we expressed optimism despite formidable headwinds and a general lack of macroeconomic clarity. This month, our perspective continues brighter with a marked pickup in M&A activity and growing market enthusiasm for REIT IPOs.
Market Commentary | March 20, 2026
Market Commentary | March 20, 2026 Mitigating Volatility REITs won in February. As blind enthusiasm for everything AI evolved into a sober consideration of Return on Invested Capital (ROIC), investors began recycling funds from nose-bleed tech valuations into...Market Commentary | February 20, 2026
Capturing Market Rotation in 3D
The shiny investments have lost some luster here at the start of 2026. With Bitcoin trading at roughly half its earlier highs, crypto no longer looks like a sure thing.