Industry data and research highlights the investment performance benefits and opportunities of REIT-based real estate investments to institutional and individual investors, financial advisers, policymakers and the media. Nareit provides a range of stock performance data for both domestic and global REITs as well as a series of industry performance measures tracked daily, monthly and yearly.
In 2003, the share of TDFs with REIT exposure was only 50%, while in 2018, 97% of them invest in REITs. In fact, 60% of TDFs have a dedicated REIT sleeve within their asset allocation.
May 14, 2019
Economic Fundamentals for Commercial Real Estate Strong in Q1
Gross domestic product surpassed expectations in the first quarter, and strong job growth in March and April provide a favorable backdrop for demand for leased commercial space.
May 14, 2019
Gimme Shelter: REITs and Trade Disputes
While correlations between stock markets in the United States and China, and the rest of Asia and Europe have risen as trade disputes have heated up, REITs’ correlations with overseas markets have moved lower.
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.
The next year is likely to be a good but not great one for real estate, with solid job growth, consumer spending and business activity driving demand for nearly all types of commercial real estate. There are several potential clouds on the horizon, though, that could darken the outlook.
Nareit commissioned EY to estimate the current economic contribution of all U.S. REITs (including public listed, public non-listed, and private REITs) in the United States. Today, REITs in the United States own approximately $3 trillion of gross real estate assets and public listed equity REIT portfolios included more than 500,000 properties at year-end 2017. The total economic contribution of U.S. REITs in 2017, the most recent year of complete information, was an estimated 2.3 million full-time equivalent (FTE) jobs and $140.4 billion of labor income.
CEM Benchmarking's 2018 Study sponsored by Nareit, provides a comprehensive look at realized investment performance across asset classes over a 19-year period using a proprietary dataset covering more than 200 public and private sector pensions with nearly $3.5 trillion in combined assets under management.Listed equity REITs had the second highest average annual net return over the period, averaging 11.04 percent. Private equity had the highest average annual net return, of 11.64 percent.
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.
Market Commentary
REIT Usage and Target Date Funds
In 2003, the share of TDFs with REIT exposure was only 50%, while in 2018, 97% of them invest in REITs. In fact, 60% of TDFs have a dedicated REIT sleeve within their asset allocation.
Economic Fundamentals for Commercial Real Estate Strong in Q1
Gross domestic product surpassed expectations in the first quarter, and strong job growth in March and April provide a favorable backdrop for demand for leased commercial space.
Gimme Shelter: REITs and Trade Disputes
While correlations between stock markets in the United States and China, and the rest of Asia and Europe have risen as trade disputes have heated up, REITs’ correlations with overseas markets have moved lower.