MONTHLY REVIEWS

• 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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• With strong operational performance and balance sheets, REITs are well-positioned to navigate economic and market uncertainty
• The GPR 250 REIT World Index (USD) produced a net total return of 9.2%
• REITs are expected to show a greater dispersion of intra asset class returns in 2023 than 2022.

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• With strong operational performance and balance sheets, REITs are well-positioned to navigate economic and market uncertainty in 2023
• REIT fundamentals generally remained solid at the end of 2022.
• REITs are expected to show a greater dispersion of intra asset class returns in 2023 than 2022.

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November injected much needed relief into markets as volatility settled and major indices continued to move up their ascending channels for most of the month before meeting resistance at the very end. The MSCI Europe Real Estate Index (price return 7.75%) outperformed the MSCI US REIT index (price return 5.76%) in USD terms by ~2%. The GPR 250 REIT World index produced a price return of 5.72%.

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• REITs posted their first positive monthly performance since July.
• Morningstar Analysis Shows Importance of Meaningful REIT Allocations.
• REITs continue to boast strong balance sheets marked by low leverage levels and debt maturities that are termed out for several years.

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• Global Real Estate returns dropped in August despite strong operational performance
• There are 28 sectors and subsectors available in the asset class
• Real Estate fundamentals remain sound

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• High Inflation will persist, and a recession is a real possibility
• There are 28 sectors and subsectors available
• Is now an attractive entry point into the asset class?

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• The markets remain volatile
• Our portfolio has performed well
• Through our active portfolio management, our focus remains on constructing a diversified portfolio that outperforms not only in rising markets, but also during periods of market stress

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