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.
Tax Treatment of REIT Common Share Dividends Paid in 2025
In 2025, U.S. listed REITs distributed approximately $71 billion in dividends, as reflected in Nareit’s REIT Industry Tracker.
Recognizing Change, Capturing Opportunity: LaSalle’s Case for REIT Completion Strategies
Institutional investors are increasingly implementing portfolio completion strategies, which use REITs to “complete” their portfolios, ensuring they reflect the current real estate universe.
FTSE Nareit All Equity REITs Index Reaches $1.5 Trillion Market Capitalization in 2026
During the last 30 years, REIT market capitalization has seen steady growth, with only a small dip during the global financial crisis.
Data Centers Replace Health Care for Most Overweight Americas Position, APAC and EMEA Gains in Diversified Sector
The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.
Strength and Persistence in Occupancy Rates Propel REIT Operational Gains
An occupancy rate highlights property market fundamentals; it is a measure of the interaction of supply and demand. In the first quarter of 2026, Nareit’s REIT Industry Tracker broadened its coverage of occupancy rates from four to 10 property sectors.
Global Real Estate Gains Solidified Through Early June as North America Leads
The FTSE EPRA Nareit Developed Extended Index posted a total return of 9.3% year-to-date through June 10, while the FTSE EPRA Nareit Developed Index returned 9.4% over the same period.
REITs Continue to Deliver Solid Operational Performance Amid Economic Confusion
Assessing the state of today’s U.S. economy can be confusing.
Private Appraised Real Estate Valuations Remain Disconnected from Market Realities & Historical Cap Rate Spreads
A recent Nareit commentary highlighted that private real estate appraisers and portfolio managers seem to be valuing property like it’s 2021.