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.

  • 3/25/2020

    What Resources Will REITs Need To Navigate the Coronavirus Crisis?

    The main question today is how long the phase of rapid growth of infection and the economic shutdowns necessary to contain it will last.
  • 3/25/2020

    Mortgage REITs, CMBS Markets and the Fed

    Growing concerns about the impact of the coronavirus on the economy have caused severe liquidity issues in some asset classes.
  • 3/23/2020

    All REIT Sectors Hit With Stock Dip

    Conditions worsened significantly over the past week, both in terms of the expected economic impact of the disruptions to activity in response to the virus, and also in stock market returns.
  • 3/20/2020

    REITs Prepared for Coronavirus with Cash and Lines of Credit

    REITs have also prepared themselves for economic uncertainty by building up their stock of cash and cash-like assets and maintaining substantial unused lines of credit.
  • 3/18/2020

    Pain Points in the Coronavirus Crisis

    Stock market declines due to the coronavirus crisis are in the headlines, but the main risks in the weeks ahead are elsewhere: in cash flows and liquidity shocks; resiliency of the financial system; and impact on economic fundamentals.
  • 3/17/2020

    What Real Estate Sectors Has The Coronavirus Affected?

    Different property sectors face different exposures to the coronavirus crisis, and REIT returns reflect those differences.
  • 3/13/2020

    Coronavirus and the Economy: The Impact Spreads

    The advance of the coronavirus within the United States has prompted a corresponding spread of actions aimed at slowing the pandemic. These actions will cause a noticeable reduction in GDP, but how large might it be?
  • 3/12/2020

    REITwise 2020 Cancelled

    Nareit will fully refund fees already paid by registrants and sponsors in the coming days.
  • 3/6/2020

    REIT Stocks Outperformed Through February

    Through the year-to-date period as of the end of February, REITs outperformed the Dow Jones U.S. Total Stock Market, the large cap S&P 500 and the small cap Russell 2000.
  • 3/5/2020

    The Coronavirus, Commercial Real Estate and REITs

    With everyday life upended by the coronavirus for the foreseeable future, the commercial real estate industry is shifting on a daily basis.

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