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.
Hazelview’s Dynamic Alternative REIT Strategy to Diversify Client Portfolios
This case study demonstrates how certain strategies can utilize unique investment tools to achieve client objectives and risk preferences to enhance their investment experience with listed real estate.
Global Real Estate Gains Slowed in March as North America Outpaced Asia & Europe
The FTSE EPRA Nareit Developed Index posted a total return of 1.3% through the first quarter of 2026, while the FTSE EPRA Nareit Developed Extended Index returned 0.9% for the same period.
REITs vs. Private Real Estate Funds: Partners, Not Rivals: Comparing Top Performing Funds
A recent research note by Hodes Weill & Associates (HW) called REITs versus Private Real Estate Funds: Partners, Not Rivals addressed the merits of public and private real estate in an institutional investor’s portfolio.
REITs vs. Private Real Estate Funds: Partners, Not Rivals: Same Sentiment, Better Data
Hodes Weill & Associates (HW) recently published a thoughtful research note, REITs versus Private Real Estate Funds: Partners, Not Rivals, that addressed the merits of public and private real estate in an institutional investor’s portfolio.
Stuck in a Rut: Private Real Estate Appraisal Shortcomings Benefit REITs
The wide gap between public and private real estate valuations has remained stubbornly slow-to-close.
Beyond the Three Approaches: How Valuation Support Indicators Can Strengthen CRE Appraisals in Volatile Markets
The traditional real estate appraisal process works reliably during relatively stable real estate markets but reliance on the three established approaches—cost, sales comparison, and income—can be challenging when markets are volatile.
REITs Underperformed Broad Market Equities in March; Outperforming Year-to-Date
On a year-to-date basis as of March 31, REITs have outperformed broad market equities with the FTSE Nareit All Equity REITs Index posting a total return of 3.8%, while the Dow Jones U.S. Total Stock Market fell 4.0% and the Russell 1000 fell 4.2%.
REITs Outperform as Divergence with Broad Equity Market Narrows
While broad equity and REIT market valuation dislocations may be uncommon, historically, they have presented buying opportunities for REIT investors.