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 Outperform Across Varied Inflation, Interest Rate, Economic Growth Environments
In today’s uncertain economy, higher inflation rates, elevated (and potentially rising) interest rates, and the strength of economic growth have become key concerns for real estate investors.
2026 Mid-Year Update: REITs Rebound, Poised for Future Gains and Growth
REITs delivered strong investment performance through mid-year 2026, outperforming the broad equity market by a sizable margin. This performance reversed their 2025 trend and showed that REITs can do well in an elevated and rising interest rate environment.
North American Real Estate Continues to Outperform Through Mid-Year
The FTSE EPRA Nareit Developed Extended Index was flat in June, while gaining 8.9% in 2026, as the FTSE EPRA Nareit Developed Index returned 1.0% for the month and has gained 10.2% year-to-date.
REITs Outperform Broader Markets Through First Half of 2026
The FTSE Nareit All Equity REITs Index rose 1.5% in June, extending its year-to-date total return to 14.9%.
Tax Treatment of REIT Common Share Dividends Paid in 2025
In 2025, U.S. listed REITs distributed approximately $71 billion in dividends, as reflected in Nareit’s REIT Industry Tracker.
Recognizing Change, Capturing Opportunity: LaSalle’s Case for REIT Completion Strategies
Institutional investors are increasingly implementing portfolio completion strategies, which use REITs to “complete” their portfolios, ensuring they reflect the current real estate universe.
FTSE Nareit All Equity REITs Index Reaches $1.5 Trillion Market Capitalization in 2026
During the last 30 years, REIT market capitalization has seen steady growth, with only a small dip during the global financial crisis.
Data Centers Replace Health Care for Most Overweight Americas Position, APAC and EMEA Gains in Diversified Sector
The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.