This past December, we attended the annual REITWorld conference in Dallas, where we conducted 34 meetings with REIT CEOs and CFOs.  We also participated in three organized dinners and five property tours, maximizing time spent with REIT executives during our visit. – Three key themes stood out: 1) a clear supply deceleration across several property […]

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 […]

We recently attended the annual REITWeek conference, where we conducted 36 meetings with REIT CEOs and CFOs.  We also attended four organized dinners, one property tour, and a run around Central Park with a REIT management team to maximize our time in New York City with REIT executives. – The key themes were: 1) a […]

As a result of the normalization of e-commerce growth after the pandemic boom, there have been numerous headlines about retailers and logistics companies rationalizing their warehouse footprints, including from the 800 lb. gorilla, Amazon (NASDAQ: AMZN).  However, these normalizations come off an exceptionally high base, and we believe the forward outlook for industrial is far […]