December 17, 2020

REIT Commentary | November 2020

In November, the MSCI US REIT Index (RMZ) produced a total return of +10.8%. The Chilton REIT Composite underperformed the benchmark for the month by producing a total return of +6.4%, both net and gross of fees. Year to date, the RMZ has produced a total return of -10.6%, which […]
December 1, 2020

Takeaways from REITWorld | December 2020

The Chilton REIT Team participated in the recent virtual NAREIT where we had one on one meetings with multiple management teams in several property sectors. Herein, we discuss our takeaways on how a medical solution to COVID is impacting commercial real estate overall, and then we drill down to assess […]
November 6, 2020

Public Real Estate – Enhance Portfolio Return and Lower Risk

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 and performance calculation methods may not be entirely comparable. Accordingly, comparing results shown to those of such indexes may be of limited use. The information […]
November 3, 2020

Essential REIT Evaluation: Retail | November 2020

It has been 16 months since we dedicated a REIT outlook to retail, which is evidence of the massive uncertainty surrounding the future of brick and mortar stores. Even before COVID, the shift to online purchasing was growing at more than four times the rate of in-store purchases. In the […]
October 12, 2020

Portfolio Insight | 3rd Quarter 2020

Supported by a continued global economic recovery, the market tacked on more gains in the third quarter. The S&P 500 index returned 8.5% (8.9% with dividends) to bring its year-to-date total return to 5.6%. This follows a significant (>50%) move higher from March lows. As a matter of fact, the […]

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