Quarterly – second quarter of 2025
We continue with a side market, during the month of April the sector did not suffer so much in the stock market, but also the recovery that the market had was not followed by the reits. This quarter The portfolio has lost -3.10% and a global reits index in euros has done by -5.43%. Global Stock Exchange rates have had a slightly positive quarter.
There are two main factors that affect the contribution of reits, interest rates and economic growth, in both cases the Trump administration is not playing in favor and that weighs in the sector’s contributions.
Quartral letter ammus 2t 2025