The FTSE EPRA Nareit Developed Extended Index posted a total return of 9.3% year-to-date through June 10, , while the FTSE EPRA Nareit Developed Index returned 9.4% over the same period. In June, the Developed Extended has gained 0.4%, while the Developed index is up 0.3%. The FTSE Global All Cap is up 8.1% for the year, but has struggled in June, with a month-to-date return of -3.7% as geopolitical tensions continue to unsettle investors.
|As reflected in the chart above, the data center sector continues to lead in 2026, delivering a year-to-date total return of 31.1%, followed by lodging/resorts at 23.1%, and self-storage at 19.7%.
The above table reflects the broad outperformance of North America on a year-to-date basis as of June 10, with the region posting a total return of 16.1%. In contrast, gains in other regions have been more subdued, with Developed Europe declining 1.6% year-to-date, and Developed Asia dropping 3.1%. With North America making up more than 60% of the Developed indexes, this regional bifurcation is not reflected in the overall Developed returns.
As the preceding exhibits reflect, data centers have performed well in both North America and Asia, with respective total returns of 32.2% and 17.2% through June 10. The lodging/resorts sector’s 23.1% return has been led by North America, where it leads all sectors with a total return of 34.8%. In Europe, retail has gained 8.7% in 2026. Though the office sector is essentially flat globally, with a -0.3% return, the sector has rebounded nicely in North America with a year-to-date total return of 8.6% while returning -3.0% in Europe and -10.0% in Asia.