5Research pieces indexed
Latest Jan 1, 2026
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Chilton Capital Management’s work remain with Chilton Capital Management; we link to the original.
Annual REIT forecast projecting 13-15% annualized total returns over 2026-2028 in the base case, citing accelerating growth and attractive valuations.
Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
Chilton outlines ten foundational principles for REIT investing, emphasizing management quality, balance-sheet strength and transparent reporting.
Chilton projects 10-15% total return for public REITs in 2025, citing accretive acquisitions and AFFO multiple expansion despite flat rates.
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