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 Tracker Shows Americas Health Care Retains Largest Allocation, Diversified Leads APAC, EMEA
The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.
Increasing REIT Property Transactions Show Broader CRE Promise
U.S. public equity REITs offer a unique lens to view commercial real estate (CRE) transaction activity.
REITs Present Compelling Buying Opportunity for Value-Focused Property Investors
A recent Nareit commentary highlighted and quantified the persistent public-private real estate valuation gaps across the four traditional property types.
Telecommunications Is Highest Weighted in Q2 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.
Ostrich Effect in Private Real Estate Valuations Contrasts with More Accurate REIT Pricing
A recent Nareit commentary noted that the public-private real estate valuation gap persists, with private appraised property values still disconnected from market realities.
Global REITs Declined in August as North America Continues to Lead
The FTSE EPRA Nareit Developed Plus Index fell 2.8% in August and has posted a year-to-date total return of 8.8%. North America continues to set the pace regionally with a year-to-date total return of 16.3%.
Real Estate’s “Triple D”: Valuation Divergence, Denial, and Discounts
Recently, the real estate valuation process has taken a journey of its own—one defined by a different “Triple D”: Divergence, Denial, and Discounts.
REITs Underperform Broader Markets in August, Continue to Lead Year-to-Date
The FTSE Nareit All Equity REITs Index fell 2.7% in August, while continuing to lead the broader stock market on a year-to-date basis. Broader equity markets rose on the month, with the Russell 1000 gaining 2.8% and the Dow Jones U.S. Total Stock Market rising 2.7%.