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.

  • 7/29/2020

    Commercial Real Estate Markets Weaken in Second Quarter

    Demand weakened even as construction projects initiated well ahead of the pandemic continued to be delivered to the market, leading to a rise in vacancy rates and softening of market rents.
  • 7/27/2020

    Little Change in REITs, Broader Equity Market Last Week

    Markets ended with little change last week as the FTSE Nareit All Equity REITs index had a total return of -0.6%, reversing the small gains from the prior week. Broad equity markets were down as well, with a -0.3% total return on the Russell 1000.
  • 7/22/2020

    REIT Earnings, GDP Growth and the Pandemic

    Due to the highly unusual nature of this recession, uncertainty about the path of the pandemic, and the potential for a robust recovery, in upcoming earnings announcements the management’s view of market conditions and discussion of the outlook are likely to attract at least as much attention as FFO.
  • 7/21/2020

    REIT Market Quiet Ahead of Earnings Season

    Most property sectors recorded small gains to increases in the high single-digits, led by timber REITs (8.3% total return) and specialty REITs (4.4% total return).
  • 7/20/2020

    REIT Industry July 2020 Rent Survey Results

    Re-openings of the retail sector in many parts of the country in May continue to have a positive economic impact for retail REITs. The other sectors showed little change from June with continued strong rent collections.
  • 7/14/2020

    REIT Stock Prices Declined Last Week; Volatility Lower, Too

    REIT share prices declined last week, with the FTSE Nareit All Equity REITs total return index down 2.3%. Most
  • 7/10/2020

    REIT Access to Capital Maintained During Pandemic

    REITs’ access to capital demonstrates investor confidence in their ability to operate despite difficult economic and financial market conditions.
  • 7/8/2020

    Solving One of the Job Market Mysteries of the Pandemic

    The high level of jobless claims week after week raised fears that new rounds of layoffs may be spreading from the sectors initially hit by the crisis to the rest of the economy, and perhaps warning of greater damage from the shutdowns.
  • 7/6/2020

    How Has the Lockdown Impacted Commercial Real Estate Sales and Prices?

    The most visible sign of this lockdown is the collapse of sales transactions, which fell sharply as social distancing rules went into effect.
  • 7/6/2020

    REITs Rebounded Last Week

    REITs rebounded last week with a 5.2% total return, according to the FTSE Nareit All Equity REITs index, ending a string of declines over the three prior weeks.

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