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 […]

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 […]

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 […]

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 […]