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.
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Mid-Year Update: REITs Positioned to Weather Volatility, Pursue Growth
Discover how REITs are navigating interest rates, trade tariffs, and market volatility with strong balance sheets and growth-focused strategies.
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Global Real Estate Rose in June as Europe and Asia Continue to Outperform
The FTSE EPRA Nareit Developed Extended Index rose 1.2% in June.
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REITs Flat in June as Office, Specialty, Gaming Make Gains
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Global Real Estate Makes Further Gains in June, Led by Developed Europe
Global listed real estate has slightly outperformed global equities year-to-date.
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REITs Better Positioned to Pursue Acquisitions and Growth
With the commercial real estate (CRE) market characterized by softening fundamentals, a lingering public-private real estate valuation problem, and higher interest rates, property transaction activities have remained stifled.
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Competitive Edge: How REITs’ Balance Sheet Strength Drives Growth Opportunities
REIT balance sheet strength, driven by low leverage and fixed-rate debt, offers resilience and flexibility amid market volatility and rising rates.
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No Clarity…No Problem: REITs Deliver Solid Operational Performance Amid Uncertainty
Despite elevated economic uncertainty and financial market volatility, REIT operational performance has maintained resilience.
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Real Estate and REIT Allocations in Generalist Funds Trending Higher
Actively managed generalist funds tend to be underweight in real estate and REITs.
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REITs Rose in May as Stocks Outperform Amid Pause in Tariff Disputes
The FTSE Nareit All Equity REITs Index rose 1.2% in May. REITs trailed the broader stock market for the month as the near-term risk of tariff disputes abated, perhaps temporarily.
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Traded REITs Top 1,000 Worldwide
Nareit’s annual update of the Global REIT Approach to Real Estate Investing study shows growth in REITs worldwide, with more than 1,000 traded REITs at the end of 2024 in 42 countries and regions.
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Global Real Estate Presents Opportunities Amid Tariff-Related Volatility
Recent disputes over tariffs and trade policy introduced volatility to global real estate markets alongside broader stock markets.
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Defined Benefit Pension Funds Increasing REIT Usage in Real Estate Strategies
Nareit analysis of data from Preqin, a financial research firm that tracks investments in alternative assets, indicates that the use of REITs by pension plans has increased in the last six years.