by Simon Bowler | Aug 21, 2026 | The State of REITs, Uncategorized
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...
by Simon Bowler | Apr 23, 2026 | The State of REITs
The State of REITs: April 2026 Edition Despite strong January and February gains, the REIT sector plunged into negative year-to-date territory (-2.22%) by quarter end as REITs aggressively sold off during a rough March (-7.52%). Small cap REITs (-5.65%) saw the least...
by Simon Bowler | Mar 19, 2026 | The State of REITs
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...
