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.
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.
REITs Rose in August, Outperforming the Broader Stock Market
The FTSE Nareit All Equity REITs Index rose 3.3% in August, outperforming the broader stock market. The Dow Jones U.S. Total Stock Market rose 2.3% and the Russell 1000 rose 2.1% for the month.
REITs Own 570,000 Properties in the U.S.
Nareit’s annual update of REIT property counts and estimated gross asset values by state and property sector is now available on the REITs Across America website.
REITs Deliver Continued Solid Operational Performance During Changing Markets
Although the economic, financial, and property markets have experienced considerable changes over the last few years, REIT operational performance has maintained resilience.
REIT Board Directors Provide Varied Skills, Range in Age and Tenure
Nareit’s REIT Industry Sustainability Report 2025 analyzed REIT reporting on governance practices, building resilient real estate, and engagement with stakeholders over time.
Global Real Estate Fell in July as Europe Lost Ground
The FTSE EPRA Nareit Developed Extended Index fell 1.4% in July.
Telecommunications Takes Top Share, Office No Longer Underweight 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.