VNQ - Retail REITs: Revisited And Reconsidered

• Retail REITs have been on a tear in the past year.
• Positive data points have included rent collection, occupancy, and leasing spreads.
• Risks remain, in both retail brick and mortar sales, but also in current valuations that may not reflect the long term risks.
• Chilton has used Diversified REITs and Triple Net REITs to gain exposure to retail but with less valuation downside.
• Chilton also recently initiated a position in InvenTrust, its first pure play retail REIT investment in more than 18 months.

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