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.

  • 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.
  • 5/27/2020

    REIT Property Sectors All Rose Last Week

    The FTSE Nareit All Equity REITs index posted a total return of 6.9%, the strongest weekly return in six weeks and outpacing the 3.5% total return on the Russell 1000.
  • 5/22/2020

    The Outlook for REITs During the COVID-19 Crisis

    The REIT sector overall entered this crisis period from a stronger position than in previous market downturns in terms of operational performance, balance sheet strength and sources of liquidity available for the potentially lean months ahead.
  • 5/21/2020

    REIT Earnings Declined 9% in First Quarter on COVID-19 Issues

    REIT earnings were impacted by the COVID-19 crisis in the first quarter, with funds from operation (FFO) declining 9.0% from the prior quarter, to $15.0 billion, according to the Nareit T-Tracker®.
  • 5/18/2020

    Rent Collected by REITs in May Unchanged from April

    The most recent rent survey results show that on average for REITs, the share of typical rent collected in May was largely unchanged from April.
  • 5/18/2020

    REITs, Broader Equity Markets See-Saw on Prospects for Reopening the Economy

    The FTSE Nareit All Equity REITs index closed down 8.2% for the week ended May 15th, the first weekly decline for the month of May.
  • 5/14/2020

    Growing Dry Powder Pool May Boost Economic Recovery, REITs

    There's a $2 trillion stimulus fund you haven't heard about, and it’s growing bigger every day.
  • 5/11/2020

    REIT Markets Edged Higher for the Second Week; Volatility is Down

    Most sectors were up, including a 10.3% total return for timber REITs, a 6.9% total return for specialty REITs and 6.7% total return for commercial financing mREITs.
  • 5/8/2020

    April Employment Report Shows Record Job Losses, Unemployment

    The two largest risks to the economy from recent layoffs are that job losses spread from the front-line sectors into the broader economy, and that temporary layoffs translate into permanent job losses.

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