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.

  • 8/21/2019

    REITs and Baseball

    One of the more common ways to describe the outlook for REITs is to pick which inning of a ballgame corresponds to today’s REIT market. For the past several years, most observers have said the market was in the seventh or eighth inning.
  • 8/19/2019

    Net Acquisitions Rise in Q2 with $5.9 Billion in New Net Property Investment

    Earnings remained positive for REITs into 2019, with FFO totaling $16.5 billion in the second quarter.
  • 8/7/2019

    Economic Activity Slows to Trend in Q2

    The economy is returning to its trend growth after getting a boost from the 2017 tax cuts.
  • 8/6/2019

    Mid-Year Outlook for Commercial Real Estate and the Economy

    For all the hand-wringing six months ago, the first half of the year turned out pretty well for commercial real estate markets and REITs.
  • 7/31/2019

    CRE Expansion at Mid-year: No End in Sight

    Nareit economist Calvin Schnure reviews the latest data on supply and demand conditions, and vacancy rates and rent growth.
  • 7/22/2019

    REIT Debt: The Long and the Short of It

    REITs have extended overall debt maturities and reduced leverage over the past decade, and access the commercial paper market from a position of balance sheet strength.   
  • 7/18/2019

    Supply-Demand Fundamentals Favor Apartment REITs

    The occupancy rate at apartment REITs has continued to move to new record highs during this building boom.
  • 7/9/2019

    Total Size of U.S. Commercial Real Estate Estimated Between $14 and $17 Trillion

    Nareit completed its third annual round in estimating the size of U.S. commercial real estate, and find that the total dollar value in 2018 was $16.0 trillion, with lower and upper bounds of this estimate of $14.4 to $17.0 trillion.
  • 6/28/2019

    REITs are an Investment Grade Sector

    REITs have made important changes over the past decade in their overall leverage ratios, as well as the composition and structure of their debt.
  • 5/31/2019

    REITs in the Community: CorEnergy and Nareit Participate in U.S. Congressional Roundtable on TRIA

    Nareit was part of a TRIA roundtable in Kansas City on May 31.

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