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 […]
July 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 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 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
The drumbeat calling for the fall of office real estate has been steady and unrelenting since REITs peaked on December 31, 2021. As we reported in our May 2023 Chilton REIT Outlook titled, “Office REITs: Where is the Bottom?” most people are not surprised to hear that office REITs (as measured by the Bloomberg REIT […]
September 1, 2023
In November, we participated in the annual REIT World conference where we had the opportunity to speak with 31 REIT management teams. While we hope it will be the last 100% virtual conference sponsored by NAREIT, we did find it productive to speak to current portfolio companies as well as connect with several new companies […]
