Market Commentary
Image
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.
No Fed Cuts, Still No Problem: Disciplined Balance Sheets Insulate REITs From Higher Rates
At the start of the year, economists and financial markets anticipated that the Federal Open Market Committee (FOMC) would embark on a series of target fed fund rate cuts in 2024.
Global Real Estate Rose in March
The FTSE EPRA Nareit Developed Extended Index rose 3.2% in March, narrowly outperforming global equities as the FTSE Global All Cap rose 3.1%.
A Cut Above: U.S. Public Equity REIT Occupancy Rates
Today’s property market is generally marked by supply-demand imbalances, yet not all segments of the commercial real estate market have exhibited the same levels of operational performance.
Closing Public-Private Real Estate Cap Rate Spreads and REIT Outperformance
Commercial property performance and valuation metrics diverge from time to time.
REITs Climbed in March; Specialty REITs Lead in 2024
The FTSE Nareit All Equity REITs Index rose 1.8% in March. Broader equity markets continued to outperform, as the Russell 1000 and Dow Jones U.S. Total Stock Market each rose 3.2%.
Actively Managed Real Estate Fund Tracker: 2023Q4
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.
REITs Help ERS Achieve Portfolio Geographic and Property Sector Diversification
This is a guest commentary written by Annie Xiao, portfolio manager at the Employee Retirement System of Texas (Texas ERS).
REITs Rose in February as Data Centers Outperform in 2024
The FTSE Nareit All Equity REITs Index rebounded from a weak January, rising 1.9% in February. REITs underperformed broader markets as the Russell 1000 and Dow Jones U.S. Total Stock Market both rose 5.4%.