Sizing Up Small Cap REITs

I currently have 18 REITs in the Small Cap REIT portfolio, today I am going to provide you with the details of my top 4 selections. I don’t equal weight the REITs, instead I prefer a more tactical allocation strategy that enables me to optimize my research by trimming and over-weighting companies.


  • My #1 Small Cap REIT year-to-date is Hannon Armstrong.
  • My #2 Small Cap REIT is Preferred Apartment Communities.
  • My #3 Small Cap REIT is STAG Industrial.
  • My #4 Small Cap REIT is Community Healthcare.
  • The Small Cap Return portfolio has returned 12.8% year-to-date.