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.
Blog
Data Centers Rebound in Q4 Actively Managed U.S. Real Estate Fund Tracker
Nareit tracks quarterly investment holdings for the largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
Blog
Global Real Estate Rose Across all Regions in January, Led by Asia and Europe
The FTSE EPRA Nareit Developed Index posted a total return of 3.8% in January, while the FTSE EPRA Nareit Developed Extended Index returned 3.5%.
Blog
REITs Begin 2026 with Broad-Based Strength
REITs outperformed large-cap equities and the broader stock market in January, with the FTSE Nareit All Equity REITs Index posting a total return of 2.8%.
Blog
Mapping the Divide Between Private and Public Real Estate Market
The NCREIF Open End Diversified Core Equity index (ODCE) is a commonly used benchmark for investors in private real estate.
Blog
REITs Raised $80 Billion in Capital Offerings in 2025, $6.7 Billion in Q4
REITs raised approximately $79.9 billion in 2025, a figure that does not include fourth quarter ATM issuance due to a lag in reporting.
Blog
Global Real Estate Rose in 2025, Led by Asia and Europe
The FTSE EPRA Nareit Developed Index posted a total return of 10.7% in 2025, while the FTSE EPRA Nareit Developed Extended Index returned 9.5% for the year.
Blog
REITs Post Narrow Gains in 2025
REITs ended 2025 on a muted note, as the FTSE Nareit All Equity REITs Index fell 2.1% in December, finishing the year with a total return of 2.3%. The FTSE Nareit Mortgage REITs Index rose 16.0% for the year, led by the home financing sector with a total return of 26.4%.
Blog
With Property Transactions Trending Upward, REITs Are Ready for Action
REITs have been active property buyers and sellers throughout real estate cycles.
Blog
REITworld 2025 Recap
Nareit’s REITworld: 2025 Annual Conference convened 1,000 REIT leaders and industry professionals Dec. 8–11 in Dallas.
Optimizing Returns Through a Global Lens
Converging Forces: REITs, Institutional Investors, and Global Real Estate in 2026
Institutional Investors Embrace REITs to Drive Performance, Innovation