Nareit Market Commentary

The Market Commentary blog on 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.

  • 11/30/2020

    REIT Share Prices Little Changed in Holiday-shortened Week

    Most REIT property sectors were up slightly for the week.
  • 11/23/2020

    REIT Stocks Gave Back Some Gains Last Week

    The FTSE Nareit All Equity REITs index posted a total return of -1.1% for the week ended Nov. 20, following weekly increases of 4.3% and 6.9% earlier in the month.
  • 11/17/2020

    REIT Earnings Stabilized in Third Quarter, According to Nareit T-Tracker

    Diversified REITs saw FFO swing from negative $102 million in the second quarter to positive $962 million in Q3.
  • 11/16/2020

    REITs at Highest Level Since March

    The FTSE Nareit All Equity REITs index posted a total return of 6.9% last week, after a 4.3% gain the week before.
  • 11/10/2020

    REITs Rally on Vaccine News

    REITs outperformed the broader markets by a wide margin, especially those property sectors that had been most impacted by the shutdowns and social distancing measures.
  • 11/6/2020

    Pandemic Has Large but Uneven Impact On CRE Markets In Q3

    The pandemic had a significant impact on demand for commercial real estate in the third quarter, resulting in rising vacancy rates and slowing or falling rents and property prices. The impact was uneven across property types, however, with greater effects on office and retail property markets, but smaller or little impact on multifamily and industrial properties.
  • 11/5/2020

    REIT Average & Historical Returns Vs. U.S. Stocks (S&P 500)

    While REITs have underperformed the broader stock market so far in 2020, it is long-term returns that matter.  REITs have been a favorable choice when looking at long-term returns.
  • 11/3/2020

    Lodging and Resorts Begin to Reopen

    The travel industry has been severely impacted by the pandemic, including the lodging/resort REIT sector, but measures to reduce risks of infection have allowed hotels to continue reopening, and occupancy has begun to rise in recent months.
  • 11/3/2020

    REITs, Broader Indices in Decline Last Week

    REITs posted declines comparable to those on broad market indices.
  • 11/2/2020

    Nareit Research Estimates 145 Million Americans Invested in REITs

    Roughly 44% of American households are invested in REIT stocks.