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School Is In Session: Small Cap REITs Rule

The tradeoff for investing in large-cap more traditional REITs can be easily traced back to the institutional buyers, led by exchange-traded funds and mutual funds that have a higher degree of analyst coverage and much lower risk tolerances.

Summary

  • We do hold a number of these larger cap REITs, however, we have done a good job of mitigating our retail exposure by investing in more tactical sectors.
  • As a REIT analyst, my job is to uncover the “crown jewels” and often that job means that I have to get into the trenches and get dirty.
  • My Small Cap REIT Portfolio has performed extremely well, shares have returned +15.25% YTD.
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