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.


The State of REITs: March 2023 Edition

The REIT sector gave up most of January’s big gains in February with a -6.18% total return. Small cap (-7.42%) and mid cap (-6.05%) REITs fell the furthest in February, with micro caps (-5.15%) and large caps (-4.74%) seeing smaller declines. Only 13.04% of REIT...

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Market Commentary | January 12, 2023

The World Repriced Investors have removed their rose-colored glasses and now perceive the world through a glass, darkly. The overarching optimism that opened 2022 is all but gone. In 2022, the S&P 500 delivered a negative 18.1% total return, its worst annual...

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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 deeper dive into what happened in...

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The State of REITs: January 2023 Edition

The REIT sector ended a brutal 2022 on a low note with a -7.72% total return in December. Large cap (-4.89%), mid cap (-6.03%) and small cap (-8.21%) REITs all averaged single-digit declines in December, but micro caps (-15.21%) fell much more sharply. Only 8.02% of...

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The State of REITs: December 2022 Edition

The REIT sector achieved back-to-back months of gains for the first time in 2022, with a +3.33% total return in November. Large-cap (+5.95%), mid-cap (+5.14%), and small-cap (+3.40%) REITs all continued their recovery in November, but micro-caps (-6.57%) fell further...

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Market Commentary | December 13, 2022

Is inflation dead? This morning the Labor Department reported November’s month-over-month core inflation of just 0.1%, far below the forecast rate of 0.4% and, annualized, below the Fed’s 2.0% target rate. The Fed is expected to hike rates by an additional 50 basis...

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Market Commentary | November 16, 2022

Positioning for a return to normal Last Thursday, October's CPI stormed in at 7.7% which would normally be cause for panic, but because the figure was lower than September’s, stocks soared and interest rates fell. On Tuesday PPI came in lower than estimates,...

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The State of REITs: November 2022 Edition

The REIT sector achieved only its 3rd month in the black, out of the first 10 months of 2022 with a +8.69% total return in October. Large cap REITs (+2.92%) averaged small gains, micro caps (+7.36%) and mid caps (+8.11%) had moderate gains and small caps (+12.85%)...

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