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.
Global Real Estate Pressured by Rising Bond Yields in September
The FTSE EPRA Nareit Developed Extended Index faced headwinds in September as investors grappled with rising bond yields in the United States and other developed markets.
REITs Raised $4.1 Billion Through Secondary Offerings in 2023: Q3
U.S. REITs raised $4.1 billion from secondary debt and equity offerings in the third quarter of 2023, though this preliminary total will be revised upward when ATM program usage data become available.
Using REITs to Tactically Capitalize on Public-Private Real Estate Pricing Dislocation
Throughout 2022 and 2023, the public and private real estate markets have been a tale of two cities.
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.
CEM Study Shows REITs Outperform Private Real Estate by Nearly 2.3% in DB Plans
CEM Benchmarking’s 2023 study also reveals allocations, returns, volatility, and risk-adjusted performance of 12 asset classes over 24-year period.
Study Confirms REIT Sustainability Outperformance
New academic study demonstrates that REITs outperform private real estate in sustainability measures and REITs that voluntarily disclose more sustainability measures outperform.
2023 REIT Outlook: REITs, Recessions, and Economic Uncertainty
With strong operational performance and balance sheets, REITs are well-positioned to navigate economic and market uncertainty in 2023.
REITs 2023: Maintaining Solid Footing Amid Economic Uncertainty
Our analysis of CRE and REITs notes that REITs had impressive operational results with record high earnings during 2022, despite their lower stock market valuations.
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.