MONTHLY REVIEWS

From category archives: Monthly Reviews

REITs

Reitway Global | Monthly Commentary | January 2025

Reitway Global | Monthly Commentary | January 2025

February 21 2025

  • 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%.

READ MORE

Reitway Global | Monthly Commentary | December 2024

Reitway Global | Monthly Commentary | December 2024

January 8 2025

  • 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

READ MORE

Reitway Global | Monthly Commentary | October 2024

Reitway Global | Monthly Commentary | October 2024

October 16 2024

  • 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.

READ MORE

Reitway Global | Monthly Commentary | September 2024

Reitway Global | Monthly Commentary | September 2024

September 11 2024

  • 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.

READ MORE

Reitway Global | Monthly Commentary | August 2024

Reitway Global | Monthly Commentary | August 2024

August 13 2024

  • 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.

READ MORE

Reitway Global | Monthly Commentary | July 2024

Reitway Global | Monthly Commentary | July 2024

July 10 2024

  • 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%.

READ MORE

Reitway Global | Monthly Commentary | June 2024

Reitway Global | Monthly Commentary | June 2024

June 12 2024

  • 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.

READ MORE

Reitway Global | Monthly Commentary | May 2024

Reitway Global | Monthly Commentary | May 2024

May 15 2024

  • 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.

READ MORE

Reitway Global | Monthly Commentary | April 2024

Reitway Global | Monthly Commentary | April 2024

April 10 2024

  • 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%.

READ MORE

Reitway Global | Monthly Commentary | March 2024

Reitway Global | Monthly Commentary | March 2024

March 13 2024

  • 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.

READ MORE

Pages: Previous123NextReturn Top


Archive