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 […]

2023 could be described as nothing short of a rollercoaster, as shown in Figure 1.  Our 2023 total return forecast of +8% to +12% ended up being too low relative to the actual calendar year total return of +13.7%, in spite of mid-year prices on the MSCI US REIT Index (Bloomberg: RMZ) falling to levels […]

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 […]