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...
by Dane Bowler | Apr 17, 2024 | REIT Total Return Portfolio
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.
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...
