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 Real Estate Fell in July as Europe Lost Ground
The FTSE EPRA Nareit Developed Extended Index fell 1.4% in July.
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Telecommunications Takes Top Share, Office No Longer Underweight in Q2 Actively Managed 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.
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Long-Term Partnership with a Global Sovereign Wealth Fund Uses Listed Real Estate to Generate Strategic Alpha
DigitalBridge has worked with SWF since 2016 on an actively managed, research-driven strategy.
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REITs Fell in July, with Health Care, Diversified, Regional Malls Leading
The FTSE Nareit All Equity REITs Index declined 1.1% in a volatile July, falling in six of the final seven trading sessions.
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Dutch Pension Portfolios Make Strategic, Long-Term Allocations to REITs
PREA Quarterly article highlights approach taken by MN and Bouwinvest.
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REITs Raised $22.5 Billion in Capital Offerings in 2025: Q2
U.S. REITs raised $22.5 billion from secondary debt and equity offerings in the second quarter of 2025.
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Mid-Year Update: REITs Positioned to Weather Volatility, Pursue Growth
Discover how REITs are navigating interest rates, trade tariffs, and market volatility with strong balance sheets and growth-focused strategies.
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Global Real Estate Rose in June as Europe and Asia Continue to Outperform
The FTSE EPRA Nareit Developed Extended Index rose 1.2% in June.
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REITs Flat in June as Office, Specialty, Gaming Make Gains
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Global Real Estate Makes Further Gains in June, Led by Developed Europe
Global listed real estate has slightly outperformed global equities year-to-date.
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REITs Better Positioned to Pursue Acquisitions and Growth
With the commercial real estate (CRE) market characterized by softening fundamentals, a lingering public-private real estate valuation problem, and higher interest rates, property transaction activities have remained stifled.
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Competitive Edge: How REITs’ Balance Sheet Strength Drives Growth Opportunities
REIT balance sheet strength, driven by low leverage and fixed-rate debt, offers resilience and flexibility amid market volatility and rising rates.