by Dane Bowler | Jan 9, 2024 | REIT Total Return Portfolio
Opportunities on the Horizon
The start of the new year marks a great time to update our portfolio’s strategy and positions. There are certain aspects of the 2nd Market Capital REIT Total Return Portfolio (RTR) that are unlikely to change as they are rooted in our philosophy:
by Dane Bowler | Oct 30, 2023 | REIT Total Return Portfolio
REIT Total Return Portfolio Review Heading Into 4Q23 Allow us to open this portfolio update with a chart we think explains what is happening in REITs. REITs are viewed as yield plays and their yield has traded up with treasury yields (price down on both). FFO is...
by Dane Bowler | Jul 28, 2023 | REIT Total Return Portfolio
REIT Total Return – Heading into the 2nd Half of 2023 While many of the stocks in the REIT Total Return Portfolio (RTR) are new, there are others that have been in here for a while. In order to avoid redundancy, we like to examine them from a different lens...
by Dane Bowler | Apr 6, 2023 | REIT Total Return Portfolio
REIT Total Return – Concentrating into Confirmed Opportunities We continue to be presented with the problem of there being more opportunistic stocks than realistically fit into the portfolio. It is tempting to just buy them all which would reduce the weight...
by Dane Bowler | Jan 10, 2023 | REIT Total Return Portfolio
REIT Total Return: Heading into 2023 Happy New Year! It is a time of reflection and self-improvement. In that spirit, we want to take some time to examine the history of 2nd Market Capital’s REIT Total Return Portfolio (RTR) since its inception on 7/1/16 as well as a...
by Dane Bowler | Oct 24, 2022 | REIT Total Return Portfolio
REIT Total Return Portfolio Heading into 4Q2022 A Dark 6 Years for REITs The REIT Total Return Portfolio began trading on 7/1/16 and its 6.25 years of operation have been in one of the roughest REIT markets of all time. They say to make hay when the sun is shining,...
