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
Office Markets had Positive Demand Growth in Third Quarter as CRE Recovery Broadened

Office markets showed their first signs of recovery with rising demand and positive rent growth, and demand growth more than doubled for retail properties

Demand and Supply of office space
REITs Rose Last Week

Last week’s increase raised the year-to-date returns above 30%, to 30.2%.

Weekly REIT Returns chart for 10/25
Robust Rebound Lifted REITs Last Week

Last week’s gain, which came after five consecutive weeks of downward moves, brought year-to-date returns to 27.1%.

Weekly Chart
Disappointing September Jobs Report Suggests Pause in Return-to-Office

Many of the 19.6 million employees who continue to telecommute because of the pandemic are likely to return to the office in the first half of next year.

return to office stalled
REIT Share Prices Little Changed Last Week

REIT share prices were little changed last week, with the FTSE Nareit All Equity REITs Index total return edging down 0.3%.

Weekly Chart
Real Estate and REIT Allocations in Sector Specialist Funds

The large specialist ownership base for REITs can help investors in direct and indirect ways.

Active and passive sector specialist mutual funds
Most REIT Sectors Moved Lower Last Week

Broader markets also fell, with a decline of 2.2% on both the Russell 1000 and the S&P 500.

Weekly REIT Returns chart for 10/01
Active Managers Increasing Allocations to Real Estate and REITs in Generalist Funds

The REIT underweight for generalist funds benchmarked against the S&P 500 declined from 114 basis points in 2016Q4 to just 62 basis points as of 2021Q2.

REIT underweight trend from 2016 to 2021
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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