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% […]
September 1, 2023
In July 2023, the MSCI US REIT Index (RMZ) produced a total return of +2.9%. The Chilton REIT Composite underperformed the benchmark for the month by producing a total return of +1.1% gross of fees and +0.9% net of fees. Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of […]
August 1, 2023
In June 2023, the MSCI US REIT Index (RMZ) produced a total return of +5.1%. The Chilton REIT Composite outperformed the benchmark for the month by producing a total return of +6.1% both gross and net of fees. The Chilton REIT Composite produced a second quarter total return of +4.4% net of fees and +4.5% gross of […]
July 1, 2023
In May 2023, the MSCI US REIT Index (RMZ) produced a total return of -3.1%. The Chilton REIT Composite underperformed the benchmark for the month by producing a total return of -3.3% both gross and net of fees. Quarter to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of […]
