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.

  • 7/10/2020

    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.
  • 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.

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