by Simon Bowler | Sep 22, 2026 | The State of REITs
The State of REITs: September 2026 Edition REITs had a very rough August with an average total return of -4.48%. Micro caps (-7.87%) and small caps (-4.80%) performed very badly in August. Large cap (-3.30%) and mid cap REITs (-3.52%) were also in the red, albeit with...
by Simon Bowler | Aug 21, 2026 | The State of REITs
After strong gains during each month of the 2nd quarter, REITs dropped back slightly in July with an average return of -0.49%. REITs outperformed the NASDAQ (-3.2%) but fell short of the S&P 500 (-0.1%) and the Dow Jones Industrial Average (+0.4%). Year-to-date REITs are outperforming the broader market with an average return of +13.81% compared to smaller gains from the Dow (+10.2%), S&P 500 (+10.1%) and NASDAQ (+9.5%).
by Simon Bowler | Jul 15, 2026 | The State of REITs
REITs are now on a 3-month winning streak, adding another +3.08% average return in June and reaching a +13.66% total return over the first half of 2026.
by Simon Bowler | Jun 17, 2026 | The State of REITs
The State of REITs: June 2026 Edition REITs built upon a very strong April performance with another +2.53% average return in May and now have a +9.33% year-to-date total return. Small cap REITs (+4.28%) led again in May, with both mid caps (+4.28%) and large caps...
by Simon Bowler | May 21, 2026 | The State of REITs
The State of REITs: May 2026 Edition The REIT sector roared back into positive territory after a very brutal March. REITs averaged a remarkable 8.9% April gain and now have a +6.31% year-to-date total return. Small cap REITs (+11.35%) soared in April as large caps...
