Nareit Market Commentary

The Market Commentary blog on presents analysis of the macro- and micro-economic fundamentals impacting the REIT and commercial real estate industry. The Nareit economics team offers their commentary on the state of the market, the outlook for commercial real estate and breaking macroeconomic news. The opinions set forth here are solely those of its author(s), and do not necessarily reflect the views of the Nareit or its membership.

  • 9/21/2020

    COVID-19 and CRE: Short-Term Impact on Demand, but Longer-Term Structural Changes

    Since most economic activity takes place within a commercial real estate structure, these changes will impact how people use commercial real estate in the future.
  • 9/21/2020

    REIT Share Prices Stable Last Week

    REITs have been little affected by the turmoil in the broader stock market in recent weeks, especially among technology stocks.
  • 9/14/2020

    2020 Q3 Changes to FTSE Nareit U.S. & FTSE EPRA/Nareit Global Real Estate Index Series

    The following additions, deletions and classification changes were agreed to and will be applied after the close of business on Friday, Sept. 18, 2020.
  • 9/14/2020

    REIT Stocks Down Last Week Amid Tech Selloff

    The FTSE Nareit All Equity index had a total return of negative 2.2% for the week, and is down 2.0% so far in September.
  • 9/9/2020

    REIT Stocks Buffer Broader Market Decline

    The FTSE Nareit All Equity REITs index was down 0.7% last week, while tech stocks pulled major indices much lower, with the Nasdaq down 3.3% and the S&P 500 falling 2.3%.
  • 9/2/2020

    CMBS Delinquencies Fall Further as Reopening Revives Cash Flows

    The CMBS delinquency rate continued to decline in August as the reopening of the economy helped revive cash flows at some troubled tenants.
  • 9/1/2020

    CRE Transactions Volumes Down, but Prices Steady

    Valuations in the overall market have edged down 1.4% over the past three months, and are little changed year-to-date.
  • 8/31/2020

    REIT Property Sectors All Rose Last Week

    Last week’s gains trimmed the declines so far this year to single digits, bringing the year-to-date total return to -9.0%
  • 8/26/2020

    Finding Opportunities in Commercial Real Estate During the COVID-19 Crisis

    One of the keys to finding opportunities in the current real estate landscape is by differentiating between transitory and permanent changes in consumer behavior and the use of real estate.
  • 8/26/2020

    Demand for Housing Tops Pre-Pandemic Pace

    Nearly every recent housing market indicator has shown significant increases for July, and were above consensus expectations.