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.
Improving Property Fundamentals Key to Strength of Future Operational Gains
In the second quarter of 2026, CoStar data indicated that fundamentals across the four traditional property types continued to show positive momentum and signs of stabilization.
Global REITs Extend Gains in July as North America Continues to Set the Pace
The FTSE EPRA Nareit Developed Extended Index gained 2.8% in July, bringing its 2026 return to 11.9%, while the FTSE EPRA Nareit Developed Index returned 2.7% for the month and has gained 13.2% year-to-date.
REITs Continue to Outperform Broader Markets Through July, Led by Lodging/Resorts
The FTSE Nareit All Equity REITs Index rose 2.4% in July, extending its year-to-date total return to 17.7%.
North American REITs Resilient Amid Middle East Turmoil
Financial markets have remained volatile as investors react to periods of relative peace in the Middle East, followed by episodes of outright conflict, as a permanent solution to the crisis remains elusive.
REITs Raised $20 Billion in Capital Offerings in 2026: Q2
REITs raised approximately $20 billion in the second quarter through secondary debt, equity, and initial public offerings.
REITs Typically Post Positive Returns in Rising & Falling Interest Rate Periods
In today’s economy, elevated and potentially rising interest rates worry real estate investors. Elevated or rising interest rates, however, do not necessarily equate to weak, or poor, real estate performance.
REITs Outperform Across Varied Inflation, Interest Rate, Economic Growth Environments
In today’s uncertain economy, higher inflation rates, elevated (and potentially rising) interest rates, and the strength of economic growth have become key concerns for real estate investors.
2026 Mid-Year Update: REITs Rebound, Poised for Future Gains and Growth
REITs delivered strong investment performance through mid-year 2026, outperforming the broad equity market by a sizable margin. This performance reversed their 2025 trend and showed that REITs can do well in an elevated and rising interest rate environment.