2026 Chilton REIT Forecast: A Golden Opportunity

Core Viewpoint - Chilton Capital Management's REIT Team focuses on investments in publicly traded real estate investment trusts (REITs) and real estate-related entities primarily in North America, emphasizing the advantages of liquidity, transparency, and total return characteristics of public REITs [1] Group 1: Team and Strategy - The REIT Team is led by co-portfolio managers Bruce Garrison and Matt Werner, with Garrison having over 40 years of experience in public REIT analysis [1] - The investment strategy aims to diversify across geography, sector, strategy, property, and tenant while maintaining portfolio liquidity [1] - The REIT Team employs traditional security analysis methods, including research and analytical depth, to inform investment decisions [1] Group 2: Investment Focus - The types of properties the REIT Team invests in include apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/cell towers, and various healthcare-related facilities [1] - The REIT Team manages Separately Managed Accounts (SMAs) for high net worth individuals and institutions [1] - The team also serves as a sub-advisor for the West Loop Realty Fund, which is an open-end investment company [1] Group 3: Company Background - Chilton Capital Management, established in 1996, provides investment advisory services for a range of clients, including registered investment companies, private clients, family offices, endowments, foundations, retirement plans, and trusts [1] - The firm is independently owned and operated, with additional information available on the SEC's website [1]