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.
10/19/2020
Consumer Spending Is on Track Heading Into Holiday Season
Retail sales jumped 1.9% in September, beating expectations by a wide margin, as consumer spending has recovered ground lost early in the pandemic and marches steadily higher. Despite worries about the job market and risks to the economic recovery,...
10/19/2020
REITs Declined Last Week
Last week’s decline breaks a string of gains the to prior weeks, but REITs are still up 2.1% month-to-date.
10/15/2020
Tracking Credit Rating Changes During the Pandemic
REITs outperformed most other GICs sectors with only 5.8% of the REIT market cap downgraded. REITs were the third best performing GICS sector by this measure.
10/15/2020
Retail Property Markets and REITs are Recovering
E-commerce surged in the spring, but stores are reopening and curbside pickup is a popular hybrid of online shopping and bricks-and-mortar delivery. Many shoppers enjoy the retail experience and still prefer to check the size, fit, and appearance at a bricks & mortar store.
10/13/2020
REITs Gained Ground Last Week
This was the second week of rising share prices, after four straight weeks edging lower through September.
10/6/2020
How Will Work-from-home Affect Office Markets Over the Medium- to Long-term?
The next few years will almost certainly see a move towards less density, and it is unclear how much overall demand for office space will decline due to WFH if there is an offsetting increase in the space per worker.
10/5/2020
REITs Rally Outpaced Broader Markets Last Week
REITs rallied last week, with the FTSE-Nareit All Equity REITs index posting a total return of 5.5%, trimming the year-to-date decline in total returns to the single digits.
9/28/2020
REIT Share Prices Fall Last Week
Last week concerns about economic growth and continued consumer resiliency to COVID-19 led to REIT stocks underperforming the broader equity indexes.
9/21/2020
COVID-19 and CRE: Short-Term Impact on Demand, but Longer-Term Structural Changes
Since most economic activity takes place within a commercial real estate structure, these changes will impact how people use commercial real estate in the future.
9/21/2020
REIT Share Prices Stable Last Week
REITs have been little affected by the turmoil in the broader stock market in recent weeks, especially among technology stocks.
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.
Consumer Spending Is on Track Heading Into Holiday Season
REITs Declined Last Week
Tracking Credit Rating Changes During the Pandemic
Retail Property Markets and REITs are Recovering
REITs Gained Ground Last Week
How Will Work-from-home Affect Office Markets Over the Medium- to Long-term?
REITs Rally Outpaced Broader Markets Last Week
REIT Share Prices Fall Last Week
COVID-19 and CRE: Short-Term Impact on Demand, but Longer-Term Structural Changes
REIT Share Prices Stable Last Week
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