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 […]
January 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 […]
