May results underperformed the benchmark due to an underweight allocation to the healthcare and lodging sectors, as well as an overweight allocation to the data center/tech sector. Contributors to relative performance included stock selection in the industrial and diversified sectors, and an overweight allocation to shopping center REITs.
The Chilton REIT team recently attended NAREIT’s REIT Week conference in New York City from June 4th-7th. During the conference the REIT team met with 60 REIT management teams, other sell-side and buy-side REIT analysts, and attended multiple tours and an investor day. We came away from the conference recharged with new ideas and with increased confidence in our positive view of the sector as a whole.
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