AI’s rapid evolution is producing substantial productivity gains, and we fully expect gains to continue.  The expectation for exponential growth into perpetuity is driving volatility across the broader market, but, more importantly, we are seeing the early stages of a rotation into HALO asset classes (Heavy Assets, Low Obsolescence, introduced by Josh Brown on CNBC).  […]

In the fourth quarter, the Chilton REIT Composite performed in line with the RMZ by producing a total return of -1.6% gross of fees and -1.7% net of fees, which compares to the RMZ’s total return of -1.7%.  For the full year of 2025, the Chilton REIT Composite also performed relatively in line with the […]

In the third quarter, the Chilton REIT Composite underperformed the RMZ by producing a total return of +2.3% gross of fees and +2.1% net of fees, which compares to the RMZ’s total return of +4.8%.  Year to date, the Chilton REIT Composite has performed in line with the RMZ by producing a total return of […]

In the second quarter, the Chilton REIT Composite performed in line with the RMZ by producing a total return of -1.0% gross of fees and -1.2% net of fees, which compares to the RMZ’s total return of -1.1%.  Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of […]

We recently attended the annual REITWeek conference, where we conducted 31 meetings with REIT CEOs and CFOs.  We also attended two organized dinners, one property tour, and even went for a run through Central Park with a REIT management team to maximize our time in New York City with REIT executives. – Similar to last […]

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 […]