Market Commentary
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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.
Health Care Unseats Telecommunications for Top Sector, Office Flips Overweight in Q3 Actively Managed U.S. Real Estate Fund Tracker
Nareit tracks quarterly investment holdings for the largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
Global Real Estate Lower in October, Year-to-Date Gains Led by Asia
The FTSE EPRA Nareit Developed Extended Index fell 2.0% in October.
REITs Declined in October While Industrial, Data Centers Outperformed
The FTSE Nareit All Equity REITs Index fell 2.2% in October, with most of the losses concentrated at month-end, as markets responded to company news about earnings risks and the possibility that the Federal Reserve will not be lowering rates any further for the time being.
GRESB 2025 Results Highlight Continued Sustainability Leadership Among REITs
In October, GRESB released its 2025 Real Estate Assessment results. The GRESB Real Estate Assessment measures the sustainability performance of individual real estate portfolios based on self-reported data.
REITs Supported 3.6 Million Jobs, $283 Billion in Labor Income, in 2024
REITs supported an estimated 3.6 million fulltime equivalent (FTE) jobs in the United States in 2024, producing $283 billion in labor income, according to EY’s latest Economic Contribution of REITs report, commissioned by Nareit.
Private Real Estate Appraisals’ Disconnect from Market Conditions Boosts REITs’ Appeal
A recent Nareit commentary highlighted the stubbornly slow-to-close and wide public-private real estate cap rate spread.
REITs Raised $21.3 Billion in Capital Offerings in 2025: Q3
U.S. REITs raised $21.3 billion from secondary debt and equity offerings in the third quarter of 2025. Of that total, $14.0 billion came from debt offerings, $6.6 billion came from common equity offerings, and $740 million came from preferred equity offerings. The first REIT IPO of 2025, with a focus on the data center segment, priced on September 30 and began trading in October.
Global Active Manager Tracker Highlights Regional Differences in Property Sector Investment
Active managers of global real estate funds make strategic use of both geography and property sectors in investing over time.