Market Commentary REIT Earnings Review: 2019Q4-2022Q1 Charting the change in REIT earnings, represented as funds from operations over the course of the pandemic. 06/06/2022 Image
Market Commentary REITs Post Record High FFO in the First Quarter of 2022 REIT earnings, as measured by funds from operations, increased 30.9% from the previous year to a record high of over $18 billion in the first quarter of 2022, according to the Nareit T-Tracker®. 05/18/2022 Image
Market Commentary REIT Operating Performance Remains Strong Against High Inflation The Bureau of Labor Statistics released the April 2022 Consumer Price Index data showing a much smaller monthly increase in prices in April than in March. 05/13/2022 Image
Market Commentary Strong Job Market Puts Upward Pressure on Wages March marked 23 straight months with hires greater than separations and the March JOLTs report showed private job openings are in excess of 10.5 million, the highest level ever recorded. 05/05/2022 Image
Market Commentary REIT Performance Holding Strong Against Record High Inflation Despite continuing high inflation, REIT returns continue to outpace returns for the S&P 500 on an annualized basis and REIT operating performance growth has exceeded price growth in 2021. 04/12/2022 Image
Market Commentary REITs Continue to Outperform Private Real Estate REITs average higher returns over multi-year time horizons compared to private real estate with a broader allocation across innovative property sectors, according to Nareit analysis of past performance. 03/29/2022 Image
Market Commentary How Rising Interest Rates Have Affected REIT Performance Historically, REITs have performed well during periods of rising long-term interest rates with average four-quarter return in periods with rising rates of 16.55% compared to 10.68% in non-rising rate periods from the first quarter of 1992 to the fourth quarter of 2021. 03/09/2022 Image
Market Commentary How REITs and Private Real Estate Performed Through the Pandemic REITs have outperformed private real estate property and fund indexes through the fourth quarter of 2021 and have an annual increase of 41.3% in 2021 compared to 22.2% for private real estate. 03/04/2022 Image
Market Commentary Nareit Study Shows the Growth and Benefits of Global REIT Adoption There are currently 41 countries and regions, accounting for 85% of global GDP with a combined population of nearly 5 billion people, that have enacted REIT legislation. 02/28/2022 Image
Market Commentary REITs Own 503,000 Properties in the U.S. At the end of 2020, U.S. public REITs owned an estimated 502,937 properties and 15.1 million acres of timberland across the U.S. 01/25/2022 Image
Market Commentary How Does Inflation Affect REIT and Stock Performance? In 2021, REITs outperformed the S&P 500 by 12.6 percentage points with an annual return of 41.3%. 01/13/2022 Image
Market Commentary REITs & Inflation Outlook 2022: What to Know Early indications from the past two quarters suggest REITs are likely to perform well if we enter into a sustained inflationary environment. 12/07/2021 Image