The REIT Forum
Subscribe
Sign in
Home
Trades
Weekly mREITs & BDCs
Portfolio
Google Sheets
Archive
Leaderboard
About
Portfolio Updates
Latest
Top
Discussions
Portfolio Update - August: Rates Drop, REITs Soar
Warning!
Jul 31, 2024
•
ColoradoWealthManagementFund
9
Share this post
The REIT Forum
Portfolio Update - August: Rates Drop, REITs Soar
Copy link
Facebook
Email
Notes
More
Portfolio Update - July: Rates Finally Falling
Summary:
Jul 16, 2024
•
ColoradoWealthManagementFund
9
Share this post
The REIT Forum
Portfolio Update - July: Rates Finally Falling
Copy link
Facebook
Email
Notes
More
5
Portfolio Update - June: Preferred Shares Rocking Year-to-date
Interest Rates
Jun 4, 2024
•
ColoradoWealthManagementFund
12
Share this post
The REIT Forum
Portfolio Update - June: Preferred Shares Rocking Year-to-date
Copy link
Facebook
Email
Notes
More
Portfolio Update - May: Anything Beats April
April was a rough month.
May 15, 2024
•
ColoradoWealthManagementFund
5
Share this post
The REIT Forum
Portfolio Update - May: Anything Beats April
Copy link
Facebook
Email
Notes
More
Portfolio Update - April: Mild March Meets Wild April
March was nothing compared to what we’ve seen in the first few weeks of April.
Apr 22, 2024
•
ColoradoWealthManagementFund
11
Share this post
The REIT Forum
Portfolio Update - April: Mild March Meets Wild April
Copy link
Facebook
Email
Notes
More
1
Portfolio Update - March: Finding Yield with Defensive Focus
We saw a slight bounce in February and our alpha year-to-date was at 3.2% for the end of February (up from 2.4% in January).
Mar 11, 2024
•
ColoradoWealthManagementFund
11
Share this post
The REIT Forum
Portfolio Update - March: Finding Yield with Defensive Focus
Copy link
Facebook
Email
Notes
More
Portfolio Update - February: Alpha to Start The Year
We modified the order of sections to be more versatile across platforms.
Feb 12, 2024
•
ColoradoWealthManagementFund
17
Share this post
The REIT Forum
Portfolio Update - February: Alpha to Start The Year
Copy link
Facebook
Email
Notes
More
Portfolio Update - January: Another Winning Year Complete
Performance for 2023 came in at 20%.
Jan 2, 2024
•
ColoradoWealthManagementFund
14
Share this post
The REIT Forum
Portfolio Update - January: Another Winning Year Complete
Copy link
Facebook
Email
Notes
More
3
Portfolio Update - December: Alpha Breaks 11%
Main Points
Dec 12, 2023
•
ColoradoWealthManagementFund
5
Share this post
The REIT Forum
Portfolio Update - December: Alpha Breaks 11%
Copy link
Facebook
Email
Notes
More
2
Portfolio Update - November: A Brief Glimpse of Lower Rates
One of the series we provide on our premium service is the monthly portfolio update.
Nov 12, 2023
•
ColoradoWealthManagementFund
1
Share this post
The REIT Forum
Portfolio Update - November: A Brief Glimpse of Lower Rates
Copy link
Facebook
Email
Notes
More
Portfolio Update - October: Those Huge Preferred Yields
One of the series we provide on our premium service is the monthly portfolio update.
Oct 9, 2023
•
ColoradoWealthManagementFund
2
Share this post
The REIT Forum
Portfolio Update - October: Those Huge Preferred Yields
Copy link
Facebook
Email
Notes
More
Portfolio Update - September: Market Stumbles, Alpha Improves
One of the series we provide on our premium service is the monthly portfolio update.
Sep 7, 2023
•
ColoradoWealthManagementFund
Share this post
The REIT Forum
Portfolio Update - September: Market Stumbles, Alpha Improves
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts