by Simon Bowler | Apr 23, 2026 | The State of REITs
The State of REITs: April 2026 Edition Despite strong January and February gains, the REIT sector plunged into negative year-to-date territory (-2.22%) by quarter end as REITs aggressively sold off during a rough March (-7.52%). Small cap REITs (-5.65%) saw the least...
by Simon Bowler | Mar 19, 2026 | The State of REITs
The State of REITs: March 2026 Edition After a solid January performance, the REIT sector recovery gained steam in February with a stronger +3.70% return. Large cap REITs (+5.80%) led the REIT sector in February with strong gains from mid caps (+5.26%) and small caps...
by Simon Bowler | Feb 23, 2026 | The State of REITs
The State of REITs: February 2026 Edition The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small cap REITs (+3.27%) outperformed in January, followed by solid gains from mid caps (+2.65%) and large caps (+2.35%). Micro...
by Simon Bowler | Jan 15, 2026 | The State of REITs
The State of REITs: January 2026 Edition The REIT sector closed out 2025 with a tough December (-1.48%) and finished the year with a total return of-3.57%. Small caps (+0.51%) eked out a small gain in December, while mid caps (-1.77%), large caps (-2.55%), and micro...
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...