REITs Post Record High FFO in the First Quarter of 2022
REIT earnings, as measured by funds from operations, increased 30.9% from the previous year to a record high of over $18 billion in the first quarter of 2022, according to the Nareit T-Tracker®.
Commercial Real Estate Performance Remained Strong in the First Quarter of 2022
Commercial real estate fundamentals continue to point to strong performance in the retail, multifamily, and industrial sectors.
REIT Operating Performance Remains Strong Against High Inflation
The Bureau of Labor Statistics released the April 2022 Consumer Price Index data showing a much smaller monthly increase in prices in April than in March.
Global Real Estate Outperforms Broader Market During a Turbulent Month
The FTSE EPRA/Nareit Global Real Estate Index Series outperformed broader markets in April.
Strong Job Market Puts Upward Pressure on Wages
March marked 23 straight months with hires greater than separations and the March JOLTs report showed private job openings are in excess of 10.5 million, the highest level ever recorded.
REITs Outperform in a Tough Month for Equities
Disappointing earnings from the some of the largest companies outside of the REIT space weighed heavily on REITs at the close of the month.
Rising Rates Slow REIT Debt Issuance in First Quarter
U.S. REITs raised $25.4 billion from IPOs and secondary debt and equity offerings in the first quarter of 2022.
REIT Performance Holding Strong Against Record High Inflation
Despite continuing high inflation, REIT returns continue to outpace returns for the S&P 500 on an annualized basis and REIT operating performance growth has exceeded price growth in 2021.
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.
Estimating the Size of the Commercial Real Estate Market in the U.S.
The estimated total dollar value of commercial real estate was $20.7 trillion as of 2021:Q2.
Tower REITs, Real Estate Housing the Digital Economy
A new study finds tower REITs are real estate housing the digital economy.
REITs: 2021 in Review and What's Ahead for 2022
Despite the challenges of COVID-19, 2021 has been a successful year for REITs and REIT investors as hard-hit sectors have recovered from 2020 and the digital economy sectors have continued to thrive.
2022 Outlook for the Economy, Commercial Real Estate and REITs
When assessing the outlook for REITs and commercial real estate in 2022 and beyond, it is helpful to distinguish between impermanent or cyclical effects and the longer-term structural changes that result from changes in behavior.
Morningstar Analysis Shows Importance of Meaningful REIT Allocations
Morningstar Associates’ analysis finds optimal portfolio allocations to REITs up to 13% in well-diversified portfolios.