REIT Total Return – Full Portfolio Review Heading into April 2025
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.
REIT Total Return – Positioning for 2025
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...REIT Total Return Positioning in a shifting REIT Landscape
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...REIT Total Return Positioning Heading into the 2nd Half of 2024
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...REIT Total Return Portfolio Review Heading into 2Q2024
A shifting macro environment should benefit REITs
We continuously review the positions in the 2nd Market Capital REIT Total Return Portfolio (RTR) to make sure each thesis is up to date and throughout the month we trade out if a new position looks more opportunistic than an existing position.