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.
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Global Active Manager Tracker Highlights Regional Differences in Property Sector Investment
Active managers of global real estate funds make strategic use of both geography and property sectors in investing over time.
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Global Real Estate Rose Narrowly in September
The FTSE EPRA Nareit Developed Extended Index posted a total return of 0.5% in September.
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REITs Edge Higher in September, Led by Specialty, Health Care, Office
The FTSE Nareit All Equity REITs Index rose 0.4% in September as the Federal Reserve, noting the softening labor market, cut the federal funds rate by 25 basis points.
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Warren Buffett, Real Estate, and the REIT Solution
For 60 years, investors have flocked to the Berkshire Hathaway Annual Shareholders Meeting.
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REITs Likely to Retain Performance, Acquisition Edge as Public-Private Valuation Dislocation Persists
As highlighted in a recent Nareit commentary, the current lingering public-private real estate valuation divergence has been an unwanted visitor for commercial real estate (CRE).
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New Actively Managed Global Real Estate Funds Tracker Shows Diversity in Geographic, Sector Holdings
The new global active manager tracker follows the quarterly investment holdings of the largest actively managed funds invested globally, not just in the U.S.
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Private, Listed Real Estate Diverge on Traditional Property Sector Investment Choices
Active managers in the REIT space differ significantly from those in private real estate principally in their investment in non-traditional property sectors.
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Lingering Public-Private Real Estate Valuation Gap Signals Potential REIT Benefits
In the third quarter of 2024, material progress had been made in closing the gap between REIT implied and private appraisal cap rates, but then markets changed.
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Global Real Estate Climbed in August, Led by Developed Asia, North America
The FTSE EPRA Nareit Developed Extended Index rose 3.7% in August, led by Asia and North America.
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REITs Rose in August, Outperforming the Broader Stock Market
The FTSE Nareit All Equity REITs Index rose 3.3% in August, outperforming the broader stock market. The Dow Jones U.S. Total Stock Market rose 2.3% and the Russell 1000 rose 2.1% for the month.
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REITs Own 570,000 Properties in the U.S.
Nareit’s annual update of REIT property counts and estimated gross asset values by state and property sector is now available on the REITs Across America website.
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REITs Deliver Continued Solid Operational Performance During Changing Markets
Although the economic, financial, and property markets have experienced considerable changes over the last few years, REIT operational performance has maintained resilience.