by Simon Bowler | Dec 12, 2025 | The State of REITs
The State of REITs: December 2025 Edition The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November, followed by small caps (+3.38%) and large caps (+0.32%); micro caps...
by Simon Bowler | Nov 19, 2025 | The State of REITs
The State of REITs: November 2025 Edition The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in...
by Simon Bowler | Oct 13, 2025 | The State of REITs
The State of REITs: October 2025 Edition After a strong August, REITs faded slightly in September (-0.73%), pulling the REIT sector’s year-to-date average total return down to (-1.74%). Mid cap REITs (-0.92%) averaged the lowest total return in September. Large caps...
by Simon Bowler | Sep 17, 2025 | The State of REITs
The State of REITs: September 2025 Edition REITs performed very well in August (+5.48%), almost pulling the REIT sector’s year-to-date total return back into the black (-1.11%). Small cap (+7.52%) and mid cap REITs (+7.13%) averaged strong gains in August while large...
by Simon Bowler | Aug 19, 2025 | The State of REITs
The State of REITs: August 2025 Edition After a strong June (+2.56%), the REIT sector recovery stalled in July (-1.17%) as REITs fell to a -6.42% year-to-date return. Micro cap REITs (-0.20%) outperformed in July while mid caps (-1.18%), small caps (-1.33%) and large...
by Simon Bowler | Jul 23, 2025 | The State of REITs
The State of REITs: July 2025 Edition REITs had another month of recovery in June (+2.56% average total return), but despite back-to-back gains remain in negative territory YTD (-5.65%). Micro cap REITs (+7.19%) outperformed for the first time this year in June, while...
