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.
Global Real Estate Rose in June as Europe and Asia Continue to Outperform
The FTSE EPRA Nareit Developed Extended Index rose 1.2% in June.
REITs Flat in June as Office, Specialty, Gaming Make Gains
Global Real Estate Makes Further Gains in June, Led by Developed Europe
Global listed real estate has slightly outperformed global equities year-to-date.
REITs Better Positioned to Pursue Acquisitions and Growth
With the commercial real estate (CRE) market characterized by softening fundamentals, a lingering public-private real estate valuation problem, and higher interest rates, property transaction activities have remained stifled.
Competitive Edge: How REITs’ Balance Sheet Strength Drives Growth Opportunities
REIT balance sheet strength, driven by low leverage and fixed-rate debt, offers resilience and flexibility amid market volatility and rising rates.
No Clarity…No Problem: REITs Deliver Solid Operational Performance Amid Uncertainty
Despite elevated economic uncertainty and financial market volatility, REIT operational performance has maintained resilience.
Real Estate and REIT Allocations in Generalist Funds Trending Higher
Actively managed generalist funds tend to be underweight in real estate and REITs.
REITs Rose in May as Stocks Outperform Amid Pause in Tariff Disputes
The FTSE Nareit All Equity REITs Index rose 1.2% in May. REITs trailed the broader stock market for the month as the near-term risk of tariff disputes abated, perhaps temporarily.