This Hedge Fund Believes The New Real Estate Cycle Is “Well Underway”

Chilton Capital's REIT Composite was up 6.1% last month, compared to the MSCI U.S. REIT Index, which gained 4.4%. Year to date, Chilton is up 6.3% net and 6.5% gross, compared to the index's 8.8% return. The firm met virtually with almost 40 real estate investment trusts last month and released the highlights of those meetings with its March returns.

Q1 2021 hedge fund letters, conferences and more

They talked about what the post-COVID world could look like and said the tone was very positive, even for some of the non-essential REITs that were hit the worst last year. Although...