Market Commentary
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.
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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%.
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.
Survey Finds Institutional Investors Focused on Newer Commercial Real Estate Property Types
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.
The Recovery and Resiliency of U.S. REIT Operational Performance
The U.S. economy has faced numerous headwinds over the last few years.
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.
Solid Fundamentals for Commercial Real Estate in Second Quarter 2022 Despite Economic Uncertainties
In the second quarter of 2022, continued solid fundamentals reflect an ongoing healthy demand for commercial real estate across most sectors, even as concerns about a slowing economy dominate the outlook.
Greenhouse Gas Emissions and Climate Change Top the List of Topics Investors Asked Equity REITs in 2021
REITs have seen a large increase in investor interest in ESG with greenhouse gas emissions (GHG) and climate change top of mind.
Global Real Estate Led Broader Markets with Strong Performance in July
Global real estate turned in their strongest monthly performance since December 2021 in July, outperforming broader markets.