REIT Total Return: Full Portfolio Review Heading into 2026
REIT Total Return: Full Portfolio Review Heading into 2026 Scarcity is a key economic concept that drives so many aspects of the free market. Perhaps the most obvious application is scarcity of resources, and there are countless examples of how that impacts prices....RTR: Full Portfolio Review heading into 4Q25
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...RTR Portfolio Review: Investing in clean business models at a discount
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...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.