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.
Global Real Estate Rose Narrowly in September
The FTSE EPRA Nareit Developed Extended Index posted a total return of 0.5% in September.
REITs Edge Higher in September, Led by Specialty, Health Care, Office
The FTSE Nareit All Equity REITs Index rose 0.4% in September as the Federal Reserve, noting the softening labor market, cut the federal funds rate by 25 basis points.
Warren Buffett, Real Estate, and the REIT Solution
For 60 years, investors have flocked to the Berkshire Hathaway Annual Shareholders Meeting.
REITs Likely to Retain Performance, Acquisition Edge as Public-Private Valuation Dislocation Persists
As highlighted in a recent Nareit commentary, the current lingering public-private real estate valuation divergence has been an unwanted visitor for commercial real estate (CRE).
New Actively Managed Global Real Estate Funds Tracker Shows Diversity in Geographic, Sector Holdings
The new global active manager tracker follows the quarterly investment holdings of the largest actively managed funds invested globally, not just in the U.S.
Private, Listed Real Estate Diverge on Traditional Property Sector Investment Choices
Active managers in the REIT space differ significantly from those in private real estate principally in their investment in non-traditional property sectors.
Lingering Public-Private Real Estate Valuation Gap Signals Potential REIT Benefits
In the third quarter of 2024, material progress had been made in closing the gap between REIT implied and private appraisal cap rates, but then markets changed.
Global Real Estate Climbed in August, Led by Developed Asia, North America
The FTSE EPRA Nareit Developed Extended Index rose 3.7% in August, led by Asia and North America.