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.

  • 2/4/2020

    REITs Outperform Broad Market in January

    Compared against broad market benchmarks, REITs outperformed the Dow Jones U.S. Total Stock Market by 1.4 percentage points, large cap S&P 500 by 1.3 percentage points, and the small cap Russell 2000 by 4.47 percentage points in January 2020.
  • 1/10/2020

    2019 Total Return Index Performance

    The FTSE Nareit U.S. Real Estate Index Series posted positive total return performance across all property sectors in 2019.
  • 12/19/2019

    U.S. REIT Mergers & Acquisitions

    In 2019, completed and pending mergers and acquisitions of U.S. REITs declined to $25.9 billion.
  • 12/18/2019

    REITs in the S&P 500

    REITs were first deemed eligible for inclusion in the S&P 500 in October 2001.
  • 12/18/2019

    REITs Tap At-the-Market Programs to Raise $3.4 billion in Q3

    Equity REITs raised $3.4 billion in the third quarter of 2019 through at-the-market programs, just shy of a record high.
  • 12/10/2019

    What to Watch for REITs and the Economy in 2020

    Today’s economic environment has no historical precedent. What markers can we rely on as the economy and commercial real estate move into uncharted waters?
  • 12/9/2019

    November Jobs Report Shows it’s not a “Late Cycle” World

    Nonfarm payrolls rose 266,000 in November, well above consensus forecasts and the strongest gain since January.
  • 11/15/2019

    REITs Reported $15.8 Billion Total FFO in Q3: Nareit T-Tracker

    Earnings growth broadened across the REIT sector in the third quarter, with 65.9% of REITs reporting higher FFO than one year ago.
  • 11/8/2019

    Strong Demand for Apartments Leads Mixed CRE Markets in Q3

    The economic fundamentals for CRE markets maintained momentum in Q3, with GDP growth on trend and modest job gains.
  • 10/28/2019

    Recession Risks, Commercial Real Estate and REITs

    How likely is it that the current slowing could lead to a recession? How exposed are real estate markets and REITs to deteriorating macroeconomic fundamentals?

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