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 Fundamentals Expected to Benefit Property Operational Gains in 2026
Recent data from CoStar showcase the supply and demand differences across property types.
Global Real Estate Rebounded in April, Led by North America
The FTSE EPRA Nareit Developed Extended Index and the FTSE EPRA Nareit Developed Index each returned 8.6% in April, as markets recovered from the volatility attributed to the conflict in the Middle East.
REITs Rose 9% in April, Continue to Outperform Year-to-Date
The FTSE Nareit All Equity REITs Index rose 9.0% in April, in a month of strong returns across the FTSE Nareit U.S. Real Estate Index Series.
Private Value-Add/Opportunistic Real Estate Net Total Return Spreads Disappoint
A recent Nareit commentary explored average annual net total returns for REITs and total private real estate, as well as private real estate investment styles, using realized pension fund performance from CEM Benchmarking.
Realized Pension Fund Returns Highlight REIT Outperformance
CEM Benchmarking’s 2026 study, sponsored by Nareit, provides a comprehensive look at realized investment performance across asset classes, including real estate and its investment styles, over a 26-year period (1998–2023) using a dataset covering public and private sector pensions with nearly $4 trillion in combined assets under management.
REITs Raised $10 Billion in Capital Offerings in 2026: Q1
REITs have raised approximately $10 billion in 2026, a figure that does not include first quarter ATM issuance due to a lag in reporting.
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.