January 1, 2020

Chilton 2020 REIT Forecast | January 2020

What a year it was for real estate securities!  We are proud that we had the highest forecast for the year relative to prominent sell side research firms.  However, even our +12-17% projection came up short relative to the actual 2019 MSCI US REIT Index (Bloomberg: RMSG) total return of […]
December 1, 2019

Clearing Up the REIT Misperceptions of Generalist Investors | December 2019

After attending November’s NAREIT Conference in Los Angeles, we returned with a wealth of new ideas, information, and perspectives gleaned from management teams and our fellow investors. It also reminded us how much the industry and its investor base have evolved over the past several decades. Specifically, investors that are […]
November 1, 2019

Non-Traded Trick or Public TREIT?

The acronym R.E.I.T. stands for something specific: Real Estate Investment Trust. However, REITs come in many different forms. While the Chilton REIT Strategy is comprised of only publicly traded equity REITs, some brokers have recommended ‘non-traded REITs’ to their clients as a steady source of income and a safe store […]
October 1, 2019

The Chilton Global Real Estate Strategy

Since we began publishing the Chilton REIT Outlook, we have consistently been proponents of a US-focused, actively managed strategy. However, international REIT markets across both developed and emerging countries have made significant advancements in the ‘investability’ of their own publicly traded real estate securities as of late. We now believe […]
September 1, 2019

Revisiting the 2019 Chilton REIT Forecast

On August 29, the US 10 year US Treasury yield was 1.5%, approximately one basis point (or bp) below the US 2 year Treasury yield. This ‘inverted’ yield curve has predicated each recession by an average of 19 months for the past 50 years. Figure 1 shows the past 20 […]

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