August 1, 2021

The Cycle Is Just Getting Started | August 2021

As of July 31, 2021, the MSCI REIT Index has produced a year-to-date total return of +27.7%, which compares to our 2021 forecast of +13% to +19%.  While the actual return exceeds our expectations, we also believe this is not the time to reduce exposure to publicly traded equity REITs.  […]
July 19, 2021

Portfolio Insight | 2nd Quarter 2021

Fueled by rapidly dropping global COVID-19 cases and continued monetary and fiscal stimulus, equity markets continued to hit new record highs, with little volatility, in the second quarter.  Economic growth accelerated and the S&P 500 outpaced Q1’s solid return by gaining 8.5% to bring its year-to-date gain to 15.2%. The […]
July 15, 2021

Impact Of Covid-19 On REITS: COLD, CTO, AHH

The statements made in this video are the personal opinions of Matt Werner, and do not necessarily reflect the views of Chilton Capital Management, LLC. An investment cannot be made directly in an index. The funds consist of securities which vary significantly from those in the benchmark indexes listed above […]
July 9, 2021

Investing In The Real Estate Sector: AMH, INVH, WELL, VTR

The statements made in this video are the personal opinions of Matt Werner, and do not necessarily reflect the views of Chilton Capital Management, LLC. An investment cannot be made directly in an index. The funds consist of securities which vary significantly from those in the benchmark indexes listed above […]
July 1, 2021

Hidden Vaccine Value in Diversified REITs | July 2021

As we wrote in March 2021, we believed the rotation from growth to value (or COVID to Vaccine) REITs had created a buying opportunity for high quality companies with long term growth potential, such as cell tower REITs.  For example, from November 6, 2020 to March 1, 2021, the average […]

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