Chilton Updates Outlook On Healthcare REITs

Chilton Capital’s REIT Composite returned 1.7% last month, bringing its year-to-date return to 29.7%. The fund underperformed its benchmark, the MSCI US REIT Index, in August, as it returned 1.9%. Chilton also underperformed its benchmark on a net basis year to date versus the benchmark’s return of 30.2%. Q2 2021 hedge fund letters, conferences and more Healthcare REIT Outlook In their commentary accompanying Chilton’s August note to investors, Matthew Werner and Bruce Garrison noted that healthcare had been a major focus since the pandemic started in February 2020. They offered an outlook of healthcare real estate investment trusts. As recently…