January 9, 2018

Portfolio Insight 4Q2017

Robust corporate earnings results, the strongest holiday spending in six years, and significant tax reform powered the market to a 6.6% total return in Q4. The S&P 500 index closed 2017 at 2,673, posting a heady gain of 21.8% for the year. The best performing sectors for the year were […]
January 2, 2018

2018 Chilton REIT Forecast

2017 was another roller coaster of a year for REITs, exemplifying how short-term volatility is merely noise in the long-term goal of producing mid to high single digit total returns. Our +5-7% projected 2017 total return for the MSCI US REIT Index (Bloomberg: RMS G) proved to be in the […]
December 1, 2017

REIT World Discoveries

Nareit, located in Washington DC, is the trade organization primarily representing real estate investment trusts—REITs. Combining the assets of all 200 REITs, public and private, produces nearly $3 trillion of real estate. It conducts two main conferences each year that attract REIT management teams, investors, lenders, and investment bankers. The […]
November 2, 2017

Back by Popular Demand: REITs and Interest Rates

Despite consensus expectations for rising long term interest rates over the past five years, the US 10 year Treasury yield is still trading at below where it was four years ago.  Now, with a new Federal Reserve Chair nomination expected by November 3, global economic growth picking up, potential for […]
October 3, 2017

Portfolio Insight 3Q2017

A few short-lived bursts of volatility in August, caused by North Korean provocation and two devastating hurricanes, represented only a brief pause in third quarter market momentum. The S&P 500 index closed at 2,519 at quarter end, posting a 4.5% total return for Q3 and bringing 2017 year-to-date gains to […]