The REIT Forum

The REIT Forum

Home
Trades
Weekly mREITs & BDCs
Portfolio
Google Sheets
Archive
Leaderboard
About

Portfolio Updates

Portfolio Update - August: Rates Drop, REITs Soar
 • 
ColoradoWealthManagementFund
Portfolio Update - July: Rates Finally Falling
Summary:
 • 
ColoradoWealthManagementFund
5
Portfolio Update - June: Preferred Shares Rocking Year-to-date
Interest Rates
 • 
ColoradoWealthManagementFund
Portfolio Update - May: Anything Beats April
April was a rough month.
 • 
ColoradoWealthManagementFund
Portfolio Update - April: Mild March Meets Wild April
March was nothing compared to what we’ve seen in the first few weeks of April.
 • 
ColoradoWealthManagementFund
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).
 • 
ColoradoWealthManagementFund
Portfolio Update - February: Alpha to Start The Year
We modified the order of sections to be more versatile across platforms.
 • 
ColoradoWealthManagementFund
Portfolio Update - January: Another Winning Year Complete
Performance for 2023 came in at 20%.
 • 
ColoradoWealthManagementFund
3
Portfolio Update - December: Alpha Breaks 11%
Main Points
 • 
ColoradoWealthManagementFund
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.
 • 
ColoradoWealthManagementFund
Portfolio Update - October: Those Huge Preferred Yields
One of the series we provide on our premium service is the monthly portfolio update.
 • 
ColoradoWealthManagementFund
Portfolio Update - September: Market Stumbles, Alpha Improves
One of the series we provide on our premium service is the monthly portfolio update.
 • 
ColoradoWealthManagementFund
© 2025 ColoradoWealthManagementFund
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture