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 […]

REIT Commentary

January 1, 2024

REIT Commentary | December 2023

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 […]

REIT Commentary

December 1, 2023

REIT Commentary | November 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 […]

REIT Commentary

November 1, 2023

REIT Commentary | October 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 […]

REIT Commentary

October 1, 2023

REIT Commentary | September 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% […]

REIT Commentary

September 1, 2023

REIT Commentary | August 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 […]

REIT Commentary

August 1, 2023

REIT Commentary | July 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 […]

REIT Commentary

July 1, 2023

REIT Commentary | June 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 […]

REIT Commentary

June 1, 2023

REIT Commentary | May 2023

In April, the MSCI US REIT Index (RMZ) produced a total return of +0.8%. The Chilton REIT Composite outperformed the benchmark for the month by producing a total return of +1.9% gross of fees and +1.7% net of fees. Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return […]

REIT Commentary

May 1, 2023

REIT Commentary | April 2023

In March, the MSCI US REIT Index (RMZ) produced a total return of -2.5%.  The Chilton REIT Composite outperformed the benchmark for the month by producing a total return of -0.3%, both gross and net of fees.  In the first quarter, the Chilton REIT Composite outperformed the RMZ by producing a total return of +4.1% […]

REIT Commentary

April 1, 2023

REIT Commentary | March 2023

Build confidence in your financial future

Contact us

with Chilton Capital Management