The State of REITs: March 2026 Edition
The State of REITs: March 2026 Edition After a solid January performance, the REIT sector recovery gained steam in February with a stronger +3.70% return. Large cap REITs (+5.80%) led the REIT sector in February with strong gains from mid caps (+5.26%) and small caps...The State of REITs: February 2026 Edition
The State of REITs: February 2026 Edition The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small cap REITs (+3.27%) outperformed in January, followed by solid gains from mid caps (+2.65%) and large caps (+2.35%). Micro...The State of REITs: January 2026 Edition
The State of REITs: January 2026 Edition The REIT sector closed out 2025 with a tough December (-1.48%) and finished the year with a total return of-3.57%. Small caps (+0.51%) eked out a small gain in December, while mid caps (-1.77%), large caps (-2.55%), and micro...Are There Still Opportunities Available in a Stock Market at an All-Time High?
The NASDAQ, S&P500, and Dow Jones Industrial Average surged to all-time highs again and again and again during 2025. While some portion of those gains was warranted by earnings growth, much of the surge was fueled by multiple expansion. The Shiller PE Ratio just rose above 40 for only the 2nd time in history and is very close to an all-time high.