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.

  • 7/2/2020

    CMBS Delinquencies Continued to Climb in June

    The impact of the COVID-19 pandemic and economic shutdown has not been spread evenly across the economy or across real estate sectors.
  • 6/30/2020

    All REIT Sectors Declined Last Week

    All property sectors of the REIT universe declined last week as a surge in new cases of COVID-19 in many states raised concerns that the economic reopening may be delayed.
  • 6/24/2020

    REIT Industry June Rent Collection Data

    The June results show an improvement for most sectors, suggesting that re-openings of the retail sector in many parts of the country in May have had a positive economic impact for retail REITs.
  • 6/22/2020

    REIT Stock Returns Mixed Last Week

    The overall REIT sector was slightly down, with the All Equity REITs total return index declining 0.6%.
  • 6/16/2020

    Lingering Fears Weighed on REITs, Broader Market Last Week

    The FTSE Nareit All Equity REITs index posted total returns of negative 4.5%. Broader markets were down as well, with the Russell 1000 reversing nearly all the gains of the prior week.
  • 6/11/2020

    REITs and Real Estate Poised to Begin Recovery Along with Economy

    The good news about the outlook for the economy and commercial real estate as of early June is that we are likely at a turning point for labor markets, consumer spending, and business activity.
  • 6/8/2020

    REITs Rise During REITweek as Economic Reopening Gets Underway

    REITs extended their weekly winning streak to three weeks of gains, and are up five of the past six weeks.
  • 6/4/2020

    CMBS Delinquencies Soar in May

    The percentage of mortgages held in commercial mortgage-backed securities (CMBS) that were 30+ days delinquent jumped from 2.29% in April to 7.15% in May.
  • 6/2/2020

    REITs Up Again Last Week, Gaining in Four Out of the Past Five Weeks

    REITs gained last week, and have been up four out of the past five weeks. The FTSE Nareit All Equity REITs index posted a total return of 5.2%, a bit ahead of the 3.1% return on the Russell 1000. Nearly all sectors recorded increases, the one...
  • 5/29/2020

    Job Markets, Business Reopenings Signal Coming Turnaround for CRE, REITs

    The gradual reopening of the economy in the weeks and months ahead will restart the cash flows for many businesses small and large.

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