MONTHLY REVIEWS

From category archives: Monthly Reviews

REITs and Inflation

Reitway Global | Monthly Commentary | January 2024

Reitway Global | Monthly Commentary | January 2024

January 17 2024

  • 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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REITWAY GLOBAL | MONTHLY COMMENTARY | MAY 2023

REITWAY GLOBAL | MONTHLY COMMENTARY | MAY 2023

June 13 2023

  • The GPR 250 REIT Index declined by -4.31% in US dollar terms
  • Data centre REITs emerged as the top-performing sector, delivering a notable return of +3.23%, followed by hotel & resort REITs which gained +0.08%
  • Our investments are well-positioned to weather financial challenges and take advantage of distressed opportunities

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Reitway Global | Monthly Commentary | March 2023

Reitway Global | Monthly Commentary | March 2023

April 12 2023

  • The GPR 250 REIT World Index (USD) produced a net total return of -3.2%
  • The concern over tenants unable to meet their fixed obligations is likely the main drivers of this sluggish performance.
  • We reiterate our preference for hybrid companies that possess both offensive and defensive characteristics

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Reitway Global | Monthly Commentary | February 2023

Reitway Global | Monthly Commentary | February 2023

March 8 2023

  • The month of February turned out to be a bear clamp on the market’s ankle, putting a drag on January’s momentum
  • The GPR 250 REIT World Index (USD) produced a net total return of -4.2%
  • We reiterate our preference for hybrid companies that possess both offensive and defensive characteristics

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