The State of REITs: April 2025 Edition

by | 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%)...

The State of REITs: March 2025 Edition

by | 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...

The State of REITs: February 2025 Edition

by | Feb 22, 2025 | The State of REITs

The State of REITs: February 2025 Edition After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro...

The State of REITs: January 2025 Edition

by | Jan 23, 2025 | The State of REITs

REIT Performance
December was a brutal final month of 2024 for REITs with a -6.85% average total return. REITs underperformed the broader market in the final month of the year as the Dow Jones Industrial Average (-5.1%) and S&P 500 (-2.4%) saw smaller declines while the NASDAQ (+0.6%) eked out a gain.

The State of REITs: December 2024 Edition

by | Dec 27, 2024 | The State of REITs

The State of REITs: December 2024 Edition The REIT sector bounced back from a rough October with a strong +3.19% average total return in November. Small cap (+4.19%), mid cap (+3.70%) and large cap (+3.39%) REITs averaged gains in November, while micro caps (-0.81%)...