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.
REITs Earn Top GRESB Scores, Led by Office Sector
GRESB, the Global Real Estate Sustainability Benchmark, has released its 2024 data on environmental stewardship, social responsibility, and good governance for real estate.
REITs Raised $12.5 Billion Through Secondary Offerings, IPOs in 2024: Q4
U.S. REITs raised $12.5 billion from secondary debt and equity offerings in the fourth quarter of 2024.
REITs Gain 4.9% in 2024 as December Headwinds Trim Earlier Gains
Specialty, data centers, health care REITs led returns in 2024.
REITs Climbed in November, But Face Headwinds in December
In November, the FTSE Nareit All Equity REITs Index gained back most of the ground lost in the previous month, posting a total return of 3.5%.
Rent Growth, Momentum, and the Weight of Fundamentals
A recent Nareit commentary examined occupancy rate momentum across the four traditional property types and found that property fundamentals have generally been soft or softening across these sectors.
Largest Institutions Allocate New Capital to REITs
The recent Cornell University/Hodes Weill’s 2024 Allocations Monitor report found that in 2023, institutions were more active allocating capital to REITs, as investors looked to capitalize on discrepancies between public and private market valuations.
Actively Managed Real Estate Fund Tracker: 2024Q3
Nareit tracks quarterly investment holdings for the 26 largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
Landings, Reunions, and Revivals: Keys to the U.S. Property and REIT Outlooks
With softening fundamentals, a lingering public-private valuation problem, and muted property transaction activity, the U.S. commercial real estate market appears to be stuck in a period of stagnation.