by Simon Bowler | Jul 23, 2025 | The State of REITs
The State of REITs: July 2025 Edition REITs had another month of recovery in June (+2.56% average total return), but despite back-to-back gains remain in negative territory YTD (-5.65%). Micro cap REITs (+7.19%) outperformed for the first time this year in June, while...
by Simon Bowler | Jun 24, 2025 | The State of REITs
The State of REITs: June 2025 Edition REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return YTD. Micro cap REITs (-0.73%) continued to struggle, while small caps (+4.28%), mid...
by Simon Bowler | May 27, 2025 | The State of REITs
The State of REITs: May 2025 Edition The REIT sector saw another month of red in April (-6.45%) and REITs now average a -9.10% return over the first 4 months of the year. Micro cap (-8.87%) and small cap REITs (-8.69%) endured bigger average losses than mid caps...
by Simon Bowler | Apr 22, 2025 | The State of REITs
The State of REITs: April 2025 Edition REITs finished the first quarter of 2025 in the red (-3.36%) with a brutal -4.92% average total return in March. Large cap (-2.04%) and mid cap REITs (-2.63%) saw modest losses, but small caps (-4.16%) and micro caps (-16.19%)...
by Simon Bowler | Mar 24, 2025 | The State of REITs
The State of REITs: March 2025 Edition REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and mid cap REITs (+0.98%) performed well in...
