2MC publishes news and articles designed to keep investors apprised of happenings in the REIT Sector. From time to time, we may share articles or review books we think may be of interest.

NEWS AND UPDATES

Market Commentary | June 20, 2025

Navigating Uncertainty On June 18th, we found ourselves in good company. Central Bank Chair Jerome Powell spent much of his Wednesday afternoon news conference reviewing all the things the Fed does not yet know.  Primarily, whether businesses will succeed in passing...

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UMH Properties’ Fundamentals Look Strong

UMH Properties (UMH) offers an enticing combination of value and growth.  Specifically, it has a greater than 5-year runway of double-digit organic growth, yet it trades at a steep discount to net asset value (NAV).  This discount places it at 17.5X forward AFFO,...

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Recent Reads | The Code Breaker

Back in May, it would have been easy to believe I was reading science fiction when I saw the Wall Street Journal report about a newborn whose life was saved by a bespoke gene-editing therapy. It wasn’t science fiction; it was applied science of the CRISPR technology that corrected a genetic mutation that left the baby unable to produce enzymes necessary to properly digest proteins.

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The State of REITs: May 2025 Edition

The REIT sector saw another month of red in April (-6.45%) and REITs now average a -9.10% return over the first 4 months of the year. Micro cap (-8.87%) and small cap REITs (-8.69%) endured bigger average losses than mid caps (-5.45%) and large caps (-2.93%). 62% of...

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Recent Reads | Source Code: My Beginnings

If you are younger than 80, it is likely that much of your work and personal communications experience has been shaped by the products of Microsoft Corporation (MSFT). It may have started with early versions of MS-DOS, transitioned to Windows, limited exposure to the recently demised Skype, carries on with LinkedIn, and now ChatGPT. Microsoft is the air we breathe.

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Market Commentary | April 22, 2025

Navigating the Storm

As a fundamental starting point, we try to identify sectors producing earnings growth. The next step is to discern which companies and issues within that sector present a price point of entry that optimizes returns; are the company’s earnings growing as fast, and are the shares cheaper than those of peers?

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The State of REITs: April 2025 Edition

REITs finished the first quarter of 2025 in the red (-3.36%) with a brutal -4.92% average total return in March. Large cap (-2.04%) and mid cap REITs (-2.63%) saw modest losses, but small caps (-4.16%) and micro caps (-16.19%) had a particularly bad month. Only 29.49%...

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