REITs invest in the majority of real estate property types, including offices, apartment buildings, warehouses, retail centers, medical facilities, data centers, cell towers, telecommunications and hotels.
The REIT Industry ESG Report 2023 includes industry trends, REIT ESG reporting data and analysis, as well as useful information on the publicly traded U.S. REIT industry’s primary sustainability, social responsibility, and governance practices.
The impressive performance of REITs during late October and November may be a signal that the end of the rate-rising cycle will herald a period of REIT outperformance.
Veris CEO Mahbod Nia is turning his attention to optimization with significant opportunities available for continued value creation.
REITweek is the largest annual gathering of REIT investors, executives, and industry professionals.
For 60 years, Nareit has led the U.S. REIT industry by ensuring its members’ best interests are promoted by providing unparalleled advocacy, investor outreach, continuing education and networking.
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.
Though REITs have not been immune to capital market uncertainty and mortgage market turmoil, they continue to have sound operations, solid balance sheets, and successful equity and unsecured debt issuances in the capital markets.
Individual investors represent a core component of the REIT investment universe. Whether investing in individual companies, through a REIT mutual fund or exchange-traded fund or through a retirement plan, an increasing number of individuals have recognized the benefits of including a REIT allocation in their investment portfolios.
REIT diversification benefits come not merely from their low correlations to other assets but also from their historically strong risk-adjusted returns.
Actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.
REITs have provided that diversification benefit because their underlying returns are driven by the real estate market cycle, which is very different from the business cycle that drives the returns of most other companies in the stock market.
With everyday life upended by the coronavirus for the foreseeable future, the commercial real estate industry is shifting on a daily basis.
Nareit is tracking quarterly investment holdings for the 28 largest actively managed real estate investment funds focusing on REIT investment.
Nareit estimates 86.6 American adults, or 44% of American households, own REIT stocks directly or indirectly through mutual funds, ETFs or target date 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.
The large specialist ownership base for REITs can help investors in direct and indirect ways.
Nareit tracks quarterly investment holdings for the 27 largest actively managed real estate investment funds focusing on REIT investment for insight on expert investor sentiment.
Nareit analysis of data from Preqin, a financial research firm that tracks investments in alternative assets, indicates that the use of REITs by pension plans has been increasing, particularly among the largest, most sophisticated plans.
The City of Austin Employees' Retirement System (COAERS) investment team noted that its real estate allocation could be improved dramatically by adding a portfolio completion strategy of REITs, which was historically implemented solely through an open-ended, core, private markets fund system.