MONTHLY REVIEWS

From category archives: Monthly Reviews

REIT allocation

Reitway Global | Monthly Commentary | December 2023

Reitway Global | Monthly Commentary | December 2023

January 8 2024

  • 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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Reitway Global | Monthly Commentary | September 2023

Reitway Global | Monthly Commentary | September 2023

October 10 2023

  • 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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REITWAY GLOBAL | MONTHLY COMMENTARY | JULY 2023

REITWAY GLOBAL | MONTHLY COMMENTARY | JULY 2023

August 10 2023

  • The GPR 250 REIT World Index produced a net total return of 3.24% in USD.
  • Office was the best performing sector, delivering 9.28%.
  • Of the companies we own, the biggest positive was brought by a Data Centre REIT.

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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 | April 2023

Reitway Global | Monthly Commentary | April 2023

May 10 2023

  • Global real estate, as measured by the GPR 250 REIT World Index, delivered 1.67% in USD terms, outperforming both global equities and global bonds.
  • Despite the turmoil our portfolio remains robust
  • There are sectors that provide shelter in our portfolio and companies that may capitalize on distress

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