by Dane Bowler | Oct 16, 2025 | REIT Total Return Portfolio
RTR: Full Portfolio Review heading into 4Q25 This month’s update will focus on portfolio-level analysis and the process of the REIT total Return (RTR) portfolio. We also review performance at the end of each calendar quarter on a relative and absolute basis. The...
by Dane Bowler | Jul 25, 2025 | REIT Total Return Portfolio
RTR Portfolio Review: Investing in clean business models at a discount The market has a tendency to overly focus on revenue growth. We also like revenue growth in the companies in which we invest, but I think there is significant value in studying the entire industry...
by Dane Bowler | Apr 14, 2025 | REIT Total Return Portfolio
Investing through Volatile Markets
Given the rapid market movement, this portfolio update will be a bit different. We will still present the portfolio’s analytical data, but primarily, we want to discuss the fundamental impact, market price impact, and how the two may not always be directly related.
by Dane Bowler | Jan 27, 2025 | REIT Total Return Portfolio
REIT Total Return – Positioning for 2025 The turn of the calendar has some trading implications such as tax-loss-selling and perhaps some window dressing from the unscrupulous sorts. More commonly though it is time in which people reflect on the year passed and...
by Dane Bowler | Oct 24, 2024 | REIT Total Return Portfolio
REIT Total Return Positioning in a shifting REIT Landscape The REIT Total Return (RTR) portfolio has been running for over 8 years in a rapidly changing macro environment. We believe it is important to maintain a consistent underlying investment philosophy to...
by Dane Bowler | Jul 15, 2024 | REIT Total Return Portfolio
REIT Total Return Positioning Heading into the 2nd Half of 2024 As fundamentals and macros are shifting significantly, we want to focus this review primarily on the environment for REITs broadly and for specific REIT sectors. Price movements of individual REITs have...
