Nareit Market Commentary

The Market Commentary blog on reit.com 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.

  • 4/6/2020

    REITs, Broader Equity Markets Gave Back Some Gains Last Week

    REITs declined in the week ended April 3, with a total return of -7.67%, giving back almost half of the gains they posted the week before.
  • 4/2/2020

    Lessons from the Global Financial Crisis for the Coronavirus Crisis: Public and Private Real Estate

    As the market adjusts to the COVID-19 pandemic, it’s important to keep in mind some of the lessons from the global financial crisis (GFC)—in this case, the lead/lag relationship between REITs and unlisted (or private) real estate. REIT share prices...
  • 4/1/2020

    REITs and Real Estate Related Economic Data to Watch for During the Coronavirus Crisis

    Several important data releases are scheduled in the coming weeks. Here’s what to watch.
  • 3/30/2020

    Three-day Rally Reduces Recent REIT Losses

    The stock market got a bit of relief last week as forceful policy measures prompted a three-day rally, trimming some of the recent losses.
  • 3/26/2020

    Mortgages, MBS Face Challenges During Coronavirus Crisis

    The mortgage market is critically important for the economy and for financial markets.
  • 3/25/2020

    What Resources Will REITs Need To Navigate the Coronavirus Crisis?

    The main question today is how long the phase of rapid growth of infection and the economic shutdowns necessary to contain it will last.
  • 3/25/2020

    Mortgage REITs, CMBS Markets and the Fed

    Growing concerns about the impact of the coronavirus on the economy have caused severe liquidity issues in some asset classes.
  • 3/23/2020

    All REIT Sectors Hit With Stock Dip

    Conditions worsened significantly over the past week, both in terms of the expected economic impact of the disruptions to activity in response to the virus, and also in stock market returns.
  • 3/20/2020

    REITs Prepared for Coronavirus with Cash and Lines of Credit

    REITs have also prepared themselves for economic uncertainty by building up their stock of cash and cash-like assets and maintaining substantial unused lines of credit.
  • 3/18/2020

    Pain Points in the Coronavirus Crisis

    Stock market declines due to the coronavirus crisis are in the headlines, but the main risks in the weeks ahead are elsewhere: in cash flows and liquidity shocks; resiliency of the financial system; and impact on economic fundamentals.

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