MONTHLY REVIEWS

• Portfolio delivered 2.02% during January compared to 2.14% by the GPR 250 REIT World Index
• On a 1-year rolling basis the Index is now up 9.47% compared to 1.61% at the end of 2024
• For the month of January, the Industrial sector was the top performing sector, delivering 8.56%.

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• December was a tough month for REITs, with the GPR 250 end the month down by -7.46%
• The portfolio returned -8.27% for December
• With December being the worst performing month for REITs for the year, it left the fund down -2.84% for 2024

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• The GPR 250 was down -4.91% for the month.
• The portfolio returned a negative result for the first time in six months with -5.69% for October.
• The Global REIT market took a dip with some possible policy changes anticipated to negatively affect REIT returns.

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• The GPR 250 delivered 2.72&, the fund delivered 2.90%.
• The fund has delivered 9.50% YTD, to the end of the third quarter.
• From a sector perspective we saw our specialised exposure delivering the greatest return.

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• The GPR 250 was up 6.50% for the month.
• The fund continued its good performance delivering 5.85% in August.
• The general feeling is that REITs will benefit from central banks decreasing interest rates after the tightening cycle.

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• The GPR 250 was up 6.32% for the month.
• The portfolio delivered a solid +6.50% for July.
• The best performing region in the portfolio was Spain where our specific exposure to the Tower sector name of Cellnex Telecoms delivered 6.98%.

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• The GPR 250 produced a return of 1.27% (USD)
• The Fund was slightly positive for the month, delivering 0.36%.
• We believe that the market could turn quickly once some positive inflation data start coming through.

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• The GPR 250 was up 3.30% in May, providing a nice bounce back from the -5.92% in April.
• The portfolio outperformed the benchmark with a return of 4.09% for May.
• We are seeing some positive signs for the property market, but it has been agonisingly slow in 2024.

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• The GPR 250 produced a return of -5.92% for the month.
• The Reitway Global Property Fund delivered -7.29%.
• The Industrial sector in the US was hit hard with Prologis, the largest REIT in the world, delivering -21.63%.

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• The GPR 250 was up 3.12% for the month.
• The portfolio returned 1.93% for March.
• Fund positioning remains roughly the same (quality, value, structural trend riders, and blend between offensive and defensive), with a slight uptick in risk appetite.

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