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. 

Market Commentary
REIT Capital Market Update: December 2022

U.S. REITs raised $2.5 billion from secondary debt and equity offerings in the fourth quarter of 2022, down from $8.6 billion raised in Q3.

U.S REIT Property Acquisitions and Dispositions Graph
REITs Have Lower Share of Floating Rate Debt Compared to Other Commercial Property Owners

REITs have low exposure to floating rate debt, with over 87% of the debt held by the industry at fixed rates.

Leverage and Average Maturity Term
REITs Underperformed Broader Markets in 2022

REITs underperformed broader markets in 2022, as the FTSE Nareit All Equity REITs Index posted a total return of -24.9% and the FTSE Nareit Equity REITs Index returned -24.4%.

All Equity REITs vs Stocks
In 2023 Institutional Investors Will Increasingly Use REITs in Portfolio Completion Strategies

REITs offer sector diversification by giving investors better access to property sectors that house the modern economy, such as cell towers, data centers, self-storage, health care, industrial, and logistics.

Institutional Investors REIT Usage
In 2023, REITs Are Likely to Remain Resilient to Higher Interest Rates

REITs have a long runway to manage leverage in the higher interest rate environment because they have used fixed rate debt to lock in low interest rates for long terms.

Stock ticker numbers at night
Job Growth Slowing but Demand for Workers Remains

Hiring was strong in the hospitality, warehouse, and retail sectors in October, and the data marked 2.5 years with hires greater than separations.

Hire Rates by Industry, October 2022
REITs Outperformed Stocks in November

REITs posted positive results for the second consecutive month in November and outperformed stocks for the first time since April, as the FTSE Nareit All Equity REITs Index rose 6.0% and the FTSE Nareit Equity REITs Index gained 5.8%.

All Equity REITs vs Stocks Year-to-Date Total Return as of Nov. 30, 2022
Property Fundamentals Across Most Sectors Remained Solid in Third Quarter 2022

With mixed economic growth results, waning job gains, increasing interest rates, and rising recession risk, the U.S. economy is facing numerous headwinds.

Quarterly Rolling Four-Quarter Excess Net Demand by Property Type as  percent of Stock 2019 Q1 - 2022 Q3
reit data


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.

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