In the third quarter, the Chilton REIT Composite outperformed the VNQ by producing a total return of -5.9% gross of fees and -6.0% net of fees, which compares to the VNQ’s total return of -6.2%.  Year to date, the Chilton REIT Composite has outperformed the VNQ by producing a total return of +8.7% gross of […]

Download the PDF version. – Since the inception of the Chilton REIT strategy in 2005, we have used the MSCI US REIT Index (Bloomberg: RMZ) as our primary benchmark.  However, the REIT landscape has evolved over those 21 years, and so has our investment universe.  Due to the lack of inclusion of several new sectors […]