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
REITs Fell Sharply Along with Broader Markets in September

In September, REITs and stocks posted their worst monthly performance since March 2020, as a hawkish Federal Reserve warned that measures to bring inflation under control could bring “some pain” to U.S. financial markets, and Treasury yields continued to rise.

All Equity REITs vs Stocks
REITs Supported 3.2 Million Jobs in 2021

REITs supported an estimated 3.2 million fulltime equivalent (FTE) jobs in the U.S. in 2021, producing $229 billion in labor income, according to EY’s latest Economic Contribution of REITs report, commissioned by Nareit.

Economic Contributions by REITs in Full Time Job Equivalent Jobs
Return to Office Surges Post-Labor Day

The average office occupancy rate rose almost 4% in the week after the holiday.

Weekly Office Tenant Occupancy
Morningstar Analysis Shows Importance of Meaningful REIT Allocations

A new Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges between 5% and 18%.

Target Risk Portfolio Allocation with U.S. REITs
Demand Outstrips Supply in Industrial and Retail Sectors in Second Quarter 2022

Recent data from CoStar highlight some of the supply and demand differences across sectors. In the second quarter of 2022, demand continued to outstrip supply for both industrial and retail, while apartment and office demand fell short of their respective supply counterparts.

Apartment Supply and Demand
Survey Finds Institutional Investor Interest in Technology, Health Care Real Estate Increases

A preview of the institutional investor survey by Wealth Management’s Real Estate division (WMRE) showed institutional investors are looking to newer property types, such as data centers, life sciences, and medical offices to drive returns in their portfolios.

WMRE Chart
The Recovery and Resiliency of U.S. REIT Operational Performance

The U.S. economy has faced numerous headwinds over the last few years.

Chart 2
REITs Declined Along with Broader Markets in August

The FTSE Nareit All Equity REITs Index posted a total return of -5.9% and the FTSE Nareit Equity REITs Index fell 6.0% in August.

All Equity REITs vs Stocks
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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