It has been exactly one year since we published ‘Essential REIT Evaluation: Retail’, and, looking back on the piece, one could describe it as overly cautious and concerned with the longer term impact of the pandemic on this sector.  However, hindsight is 20/20, and we were working with much different information a year ago.  Just […]

REIT Outlook, Uncategorized

November 9, 2021

Retail REITs: Revisited and Reconsidered | November 2021

Picking up where it left off at the end of the second quarter, the S&P 500 continued hitting new record highs in the third quarter.  Generally positive global vaccination and re-opening efforts, combined with sustained monetary and fiscal stimulus, offset the temporary economic headwinds from a spike in Delta variant COVID-19 cases.  The S&P 500 […]

Portfolio Insights

October 1, 2021

Portfolio Insight | 3rd Quarter 2021

It has been two years since we introduced the Chilton Global Real Estate Strategy in the October 2019 Chilton REIT Outlook.  We are proud that the initial concept of a three-pronged approach to alpha production has worked well, and we believe this process will be repeatable going forward.  As of September 28, 2021, the Chilton […]

REIT Outlook

October 1, 2021

Uneven COVID Response Worldwide Creates Opportunity in Global REITs | October 2021

In September, the MSCI US REIT Index (RMZ) produced a total return of -5.5%. The Chilton REIT Composite underperformed the benchmark for the month by producing a total return of -6.1%, gross and net of fees. In the third quarter, the RMZ produced a total return of +1.0%, which compared to the Chilton REIT Composite […]

REIT Outlook

September 30, 2021

REIT Commentary | September 2021

Healthcare has been squarely in the spotlight since the beginning of the COVID pandemic in February 2020, and rightly so.  While the world may have yet to agree upon an answer for how to properly address or prevent a pandemic, the past 18 months have solidified healthcare as an essential sector of the economy, as […]

REIT Outlook

September 1, 2021

Healthcare REIT Check-up: Ready for a Boost | September 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.  Since our initial forecast was […]

REIT Outlook

August 1, 2021

The Cycle Is Just Getting Started | August 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 top performing sectors in the […]

Portfolio Insights

July 19, 2021

Portfolio Insight | 2nd Quarter 2021

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 and performance calculation methods may […]

Media

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 and performance calculation methods may […]

Media

July 9, 2021

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

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 performance for the lodging, regional […]

REIT Outlook

July 1, 2021

Hidden Vaccine Value in Diversified REITs | July 2021

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