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.
Ostrich Effect in Private Real Estate Valuations Contrasts with More Accurate REIT Pricing
A recent Nareit commentary noted that the public-private real estate valuation gap persists, with private appraised property values still disconnected from market realities.
Global REITs Declined in August as North America Continues to Lead
The FTSE EPRA Nareit Developed Plus Index fell 2.8% in August and has posted a year-to-date total return of 8.8%. North America continues to set the pace regionally with a year-to-date total return of 16.3%.
Real Estate’s “Triple D”: Valuation Divergence, Denial, and Discounts
Recently, the real estate valuation process has taken a journey of its own—one defined by a different “Triple D”: Divergence, Denial, and Discounts.
REITs Underperform Broader Markets in August, Continue to Lead Year-to-Date
The FTSE Nareit All Equity REITs Index fell 2.7% in August, while continuing to lead the broader stock market on a year-to-date basis. Broader equity markets rose on the month, with the Russell 1000 gaining 2.8% and the Dow Jones U.S. Total Stock Market rising 2.7%.
Resolution Capital Uses REITs to Enhance Client Portfolio
Australia’s Resolution Capital worked with a European client with an existing private diversified real estate portfolio to enhance the liquidity, efficiency, and diversification of its real estate portfolio by adopting a global listed real estate securities sleeve.
REITs Ready for Growth with Disciplined, Well-Structured Balance Sheets
Well-structured balance sheets have also allowed REITs to continue to operate from a position of financial strength.
Strength in REIT Operations Underpins Strong Investment Performance
REITs have delivered strong investment performance thus far in 2026.
Commercial Real Estate Supply-Demand Dynamics Continue to Improve
A recent Nareit commentary noted that fundamentals across the four traditional property types continued to show positive momentum and signs of stabilization, but occupancy rates remained mostly flat and rent growth struggled to match inflation.