by Simon Bowler | 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.
by Simon Bowler | 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%)...
by Simon Bowler | Nov 25, 2024 | The State of REITs
The State of REITs: November 2024 Edition The REIT sector snapped a 5-month winning streak with a -3.42% average total return in October. Micro cap (-2.04%) and mid cap (-2.30%) REITs averaged modest declines in October, while large caps (-3.89%) and small caps...
by Simon Bowler | Oct 21, 2024 | The State of REITs
The State of REITs: October 2024 Edition REITs achieved their 5th straight month in the black with a +3.09% average total return in September and +9.61% year to date. Mid cap (+5.01%), large cap (+3.41%) and small cap REITs (+2.59%) averaged solid gains in September....
by Simon Bowler | Sep 22, 2024 | The State of REITs
The State of REITs: September 2024 Edition REITs extended their winning streak into August with a +2.11% average total return and are now +6.97% thus far in 2024. Large cap (+5.27%), mid cap (+3.51%) and small cap REITs (+0.84%) averaged gains in August. Micro caps...
