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 […]

From January to November, 2024’s REIT market went largely as predicted in the 2024 Chilton REIT Forecast, a welcome feat in the fast-paced modern world, especially given some of the unexpected exogenous economic and political events.  Our forecast of +12% to +16% was higher than any sell-side forecast we saw, and we appreciate the confidence […]

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 […]

We recently attended the annual REITWorld conference, where we conducted 33 meetings with REIT CEOs and CFOs.  We also attended two organized dinners, three property tours, and a run around the Las Vegas strip with a REIT management team to maximize our time in Las Vegas with REIT executives. – The key themes were: 1) […]

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 […]

We recently attended the annual REITWeek conference, where we conducted 36 meetings with REIT CEOs and CFOs.  We also attended four organized dinners, one property tour, and a run around Central Park with a REIT management team to maximize our time in New York City with REIT executives. – The key themes were: 1) a […]

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 […]

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 […]

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 […]

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 […]