The Market Commentary blog on reit.com presents analysis of the macro- and micro-economic fundamentals impacting the REIT and commercial real estate industry. The Nareit economics team offers their commentary on the state of the market, the outlook for commercial real estate and breaking macroeconomic news. The opinions set forth here are solely those of its author(s), and do not necessarily reflect the views of the Nareit or its membership.
REITs Supported 3.4 Million Jobs in 2022
REITs supported an estimated 3.4 million fulltime equivalent (FTE) jobs in the U.S. in 2022, producing $263 billion in labor income.
REITs Post Strongest Monthly Return Since January as Treasury Yields Fall
The FTSE Nareit All Equity REITs Index rose 11.9% in November.
The Diverse Landscape of REIT-Based Real Estate Investment
Global REIT and Real Estate Performance and 2024 Expectations
More Institutional Investors Will Likely Use REITs for Portfolio Completion
2024 REIT Market Outlook: Recovery Could Be On the Horizon
REITs: Late 2023 Performance Suggests Brighter Outlook for an Evolving Industry in 2024
Actively Managed Real Estate Fund Tracker: 2023 Q3
Nareit tracks quarterly investment holdings for the 27 largest actively managed real estate investment funds focusing on REIT investment for insight on expert investor sentiment.
Public and Private Real Estate: Divergence, Resurgence, and Convergence
Although many institutional investors focus their property investment strategies on private equity real estate, current and expected market conditions tend to favor public real estate.
REITs Complement Private Real Estate
According to the 2023 Hodes Weill/Cornell Real Estate Allocations Monitor, institutions consider REITs to be a complement to private real estate in terms of filling allocation needs and addressing liquidity objectives.
REITs and Broad Markets Rise as the 10-Year Treasury Yield Pulls Back
The FTSE Nareit All Equity REITs Index, broader markets, and treasuries responded positively as investors broadly believe the Federal Reserve’s cycle of monetary policy tightening to be over.
REITs Own 575,000 Properties in the U.S.
Nareit’s annual update of REIT property counts and estimated gross asset values by state and property sector is now available on the REITs Across America website.