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 Active REIT Portfolios Shift Toward Americas Health Care, Asian, European Diversified in Q4 2025
The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.
Property Space Markets, Led by Office & Retail, Showing Signs of Stabilization
Space market fundamentals can differ markedly across property types.
REITs Outperformed Broader Market Equities in February
REITs significantly outperformed the broader stock market in February, with the FTSE Nareit All Equity REITs Index posting a total return of 7.5%, while the Dow Jones U.S. Total Stock Market and Russell 1000 both fell 0.5%.
Signs of Stabilizing Property Fundamentals Suggest Operational Gains in 2026
In the fourth quarter of 2025, CoStar data showed that fundamentals across the four traditional property types were still marked by supply-demand imbalances, but signs of stabilization were also evident.
Data Centers Rebound in Q4 Actively Managed U.S. 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.
Global Real Estate Rose Across all Regions in January, Led by Asia and Europe
The FTSE EPRA Nareit Developed Index posted a total return of 3.8% in January, while the FTSE EPRA Nareit Developed Extended Index returned 3.5%.
REITs Begin 2026 with Broad-Based Strength
REITs outperformed large-cap equities and the broader stock market in January, with the FTSE Nareit All Equity REITs Index posting a total return of 2.8%.
Mapping the Divide Between Private and Public Real Estate Market
The NCREIF Open End Diversified Core Equity index (ODCE) is a commonly used benchmark for investors in private real estate.