John Barwick

The FTSE EPRA Nareit Developed Extended Index rose 3.6% in October and has posted a total return of 6.1% in 2026. Year-to-date, North America continues to lead with a total return of 13.7%, while Developed Asia and Developed Europe trail with total returns of -6.5% and -7.3%, respectively.

The FTSE Nareit All Equity REITs Index rose 4.7% in October, outperforming broader equity markets on both a monthly and year-to-date basis.

The FTSE EPRA Nareit Developed Extended Index fell 5.9% in September and has posted a total return of 2.4% in 2026.

REITs raised $19.8 billion in the third quarter through secondary debt and equity offerings, matching capital-raising activities from the second quarter.

The FTSE Nareit All Equity REITs Index fell 5.7% in September, lagging broader equity markets on both a monthly and year-to-date basis.

The FTSE EPRA Nareit Developed Plus Index fell 2.8% in August and has posted a year-to-date total return of 8.8%. North America continues to set the pace regionally with a year-to-date total return of 16.3%.

The FTSE Nareit All Equity REITs Index fell 2.7% in August, while continuing to lead the broader stock market on a year-to-date basis. Broader equity markets rose on the month, with the Russell 1000 gaining 2.8% and the Dow Jones U.S. Total Stock Market rising 2.7%.

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.

The FTSE Nareit All Equity REITs Index rose 2.4% in July, extending its year-to-date total return to 17.7%.

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 approximately $20 billion in the second quarter through secondary debt, equity, and initial public offerings.