Market Commentary
REITWatch
REITWatch is a monthly statistical publication intended to provide a snapshot of the REIT industry. It includes data derived from the FTSE Nareit U.S. Real Estate Index Series and the FTSE/EPRA Nareit Global Real Estate Index Series in addition to tracking the performance of individual REITs.
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REITs Retreated Last Week
REITs remain well into positive territory for 2021, however, with year-to-date returns of 26.6% on the All Equity REITs Index.
The Evolving Real Estate Landscape and REIT Indexes
Over the past 10 years, we have seen dramatic changes in the composition of REIT equity market capitalization.
REIT Property Acquisition Activity Heats Up
Acquisition activity in the second quarter was robust across most property sectors.
REITs Show Largest Weekly Gain Since Early March
Last week’s increase brought the year-to-date return to 32.0%.
Jobs Recovery and Return-to-office Slowed by Delta Variant
Total payroll employment rose 235,000 in August, the slowest since last January and far behind the monthly average of 636,000 between January and July.
REITs Rose Again Last Week
REITs have increased seven out of the past eight weeks.
REITs Edged Up Last Week
Data centers, infrastructure, and self storage REIT sectors all had weekly returns exceeding 2.0%.
Do Homeowners Need REIT Investments?
Analysis shows REIT long-term returns outpaced home ownership returns, even accounting for the imputed value of rent.