MONTHLY REVIEWS

• 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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• The GPR 250 produced a return of -0.66% (USD)
• The Reitway Global Property Fund was flat for the month at -0.04%.
• Year-to-date we have generated a 0.82% gap between the portfolio and the benchmark

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• The GPR 250 produced a return of -4.56% (USD)
• The Reitway Global Property Fund was down 4.34%, performing slightly better than our benchmark
• REITs expect an improved supply-demand environment in the back half of the year

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• The GPR 250 produced a return that was roughly double (10.31% USD) global equity returns as measured by the S&P Global BMI (5.3% USD)
• Industrial held the helm, with a blistering 19% (USD) return delivered for the month
• 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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• GPR 250 REIT World Index delivering a substantial return of +10.4% in US dollars.
• All sectors within the GPR 250 REIT World exhibited positive growth in US dollar terms.
• November's substantial returns in the GPR 250 REIT World Index signal a potential positive turn for the real estate sector.

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• The GPR 250 REIT World Index endured a challenging period, relinquishing -5.0% of its value.
• All sectors in the GPR 250 REIT world index saw declines. The top-performing sector was Specialty, returning -0.6%.
• Focusing on solid company earnings and guidance will help us weather the storms and navigate the ever-changing landscape of the global economy.

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• In September the GPR 250 REIT Index produced -6.62% (USD), testing the 2023 low last seen amid the SVB banking turmoil.
• The leader was lodging/resorts, delivering 1.97%.
• The Commercial Real Estate (CRE) finance council continued to find improving sentiment among real estate professionals in the latest quarterly survey.

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