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.

  • 9/6/2019

    REITs Have Limited Exposure to WeWork

    Data from CoStar and S&P Global Market Intelligence show REITs have very little exposure to WeWork.
  • 9/5/2019

    Commercial Real Estate and REITs Get a Second Wind

    It is important during periods of market volatility and shifting economic fundamentals for investors to recall the concerns that not long ago dominated discussions about the outlook.
  • 8/28/2019

    Inverted Yield Curves, the Economy and REITs

    An inverted yield curve has preceded past recessions, yet other indicators today carry a stronger signal of a resilient economy.
  • 8/26/2019

    Will the Growing Trade War Clouds Rain on REITs and Real Estate?

    The economic forces that affect the demand for domestic U.S. commercial real estate differ from those affecting global corporations, and stock returns reflect these differences.
  • 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.   

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