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.
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.
Strength and Persistence in Occupancy Rates Propel REIT Operational Gains
An occupancy rate highlights property market fundamentals; it is a measure of the interaction of supply and demand. In the first quarter of 2026, Nareit’s REIT Industry Tracker broadened its coverage of occupancy rates from four to 10 property sectors.
Global Real Estate Gains Solidified Through Early June as North America Leads
The FTSE EPRA Nareit Developed Extended Index posted a total return of 9.3% year-to-date through June 10, , while the FTSE EPRA Nareit Developed Index returned 9.4% over the same period.
REITs Continue to Deliver Solid Operational Performance Amid Economic Confusion
Assessing the state of today’s U.S. economy can be confusing.
Private Appraised Real Estate Valuations Remain Disconnected from Market Realities & Historical Cap Rate Spreads
A recent Nareit commentary highlighted that private real estate appraisers and portfolio managers seem to be valuing property like it’s 2021.
REITs Maintain Year-to-Date Performance Lead Over Broader Markets
The FTSE Nareit All Equity REITs Index remained essentially unchanged in May, posting a narrow total return of 0.1%. Despite the flat monthly performance, REITs continue to lead on a year-to-date basis.
Data Centers Take Most Overweight Spot in Q1 Actively Managed Real Estate Fund Tracker
Nareit tracks quarterly investment holdings for the largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
Valuing Real Estate Like It’s 2021: Private Appraisal Cap Rates Stuck at 2021 REIT Levels
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