In the first quarter, the Chilton REIT Composite underperformed the RMZ by producing a total return of +3.4% gross of fees and +3.3% net of fees, which compares to the RMZ’s total return of +4.8%.  However, the Chilton REIT Composite outperformed the Vanguard Real Estate Index (VNQ), our secondary benchmark, that produced a total return […]

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 […]