In the first quarter, the Chilton REIT Composite has outperformed the RMZ by producing a total return of +3.9% gross of fees and +3.7% net of fees, which compares to the RMZ’s total return of +1.1%. Additionally, the Chilton REIT Composite outperformed the Vanguard Real Estate Index (VNQ), our secondary benchmark, that produced a total […]
April 1, 2025
In the fourth quarter, the Chilton REIT Composite has underperformed the RMZ by producing a total return of -7.5% gross of fees and -7.7% net of fees, which compares to the RMZ’s total return of -6.1%. For full year 2024, the Chilton REIT Composite underperformed the RMZ by producing a total return of +7.5% gross […]
January 1, 2025
In the third quarter, the Chilton REIT Composite has outperformed the RMZ by producing a total return of +17.4% gross of fees and +17.2% net of fees, which compares to the RMZ’s total return of +16.1%. Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of +16.5% gross […]
October 1, 2024
Quarter to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of +1.8% gross of fees and +1.6% net of fees, which compares to the RMZ’s total return of +0.1%. Year to date, the Chilton REIT Composite has underperformed the RMZ by producing a total return of -0.3% gross of […]
July 1, 2024
In March 2024, the MSCI US REIT Index (RMZ) produced a total return of +2.0%. The Chilton REIT Composite underperformed the benchmark for the month by producing a total return of +1.7% both gross and net of fees. Year to date, the Chilton REIT Composite has underperformed the RMZ by producing a total return of […]
April 1, 2024
In December 2023, the MSCI US REIT Index (RMZ) produced a total return of +9.9%. The Chilton REIT Composite underperformed the benchmark for the month by producing a total return of +7.0% both gross and net of fees. For the full year of 2023, the Chilton REIT Composite outperformed the RMZ by producing a total […]
January 1, 2024
In November 2023, the MSCI US REIT Index (RMZ) produced a total return of +10.4%. The Chilton REIT Composite outperformed the benchmark for the month by producing a total return of +11.2% both gross and net of fees. Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of […]
December 1, 2023
In October 2023, the MSCI US REIT Index (RMZ) produced a total return of -4.4%. The Chilton REIT Composite outperformed the benchmark for the month by producing a total return of -3.6% gross of fees and -3.7% net of fees. Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total […]
November 1, 2023
In September 2023, the MSCI US REIT Index (RMZ) produced a total return of -6.8%. The Chilton REIT Composite outperformed the benchmark for the month by producing a total return of -6.4% both gross and net of fees. For the third quarter, the Chilton REIT Composite has underperformed the RMZ by producing a return of -7.3% gross […]
October 1, 2023
In August 2023, the MSCI US REIT Index (RMZ) produced a total return of -3.0%. The Chilton REIT Composite outperformed the benchmark for the month by producing a total return of -2.0% gross and net of fees. Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of +7.8% […]
