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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REITs Declined Along with Broader Markets in August
The FTSE Nareit All Equity REITs Index posted a total return of -5.9% and the FTSE Nareit Equity REITs Index fell 6.0% in August.
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Solid Fundamentals for Commercial Real Estate in Second Quarter 2022 Despite Economic Uncertainties
In the second quarter of 2022, continued solid fundamentals reflect an ongoing healthy demand for commercial real estate across most sectors, even as concerns about a slowing economy dominate the outlook.
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Greenhouse Gas Emissions and Climate Change Top the List of Topics Investors Asked Equity REITs in 2021
REITs have seen a large increase in investor interest in ESG with greenhouse gas emissions (GHG) and climate change top of mind.
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Global Real Estate Led Broader Markets with Strong Performance in July
Global real estate turned in their strongest monthly performance since December 2021 in July, outperforming broader markets.
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REITs Post Their Strongest Monthly Performance Year-to-Date
The FTSE Nareit All Equity REITs Index posted a total return of 8.6% and the FTSE Nareit Equity REITs Index rose 9.1% in July.
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More REITs Rated Investment Grade; Unsecured Debt Becomes More Popular for REITs’ Capital Raising
At year-end 2021, 89 REITs representing 91% of market cap in the FTSE Nareit All Equity REITs Index were rated debt issuers.
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REIT ESG Performance and Disclosure Improvements
REITs are making great strides in ESG by working to enhance ESG data and disclosure.
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REITs Support Completion Portfolios with Increased Returns and Lower Volatility
Over the past two decades, the structure of the economy has changed dramatically, and we see this most clearly in how work, shopping, and leisure are increasingly connected to the digital economy.
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REITs Outperform Stocks as Economy Experiences High Inflation in June 2022
The Bureau of Labor Statistics (BLS) released the June 2022 Consumer Price Index (CPI) data showing continued high inflation at 9.1% annually.
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Global Real Estate Narrowly Outperforms Broader Markets in June
Financial markets continue to face the headwinds of tightening monetary policy and inflationary pressures driven by food and energy prices.
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REIT Capital Market Update: June 2022
U.S. REITs raised $13.6 billion from secondary debt and equity offerings in the second quarter of 2022, down from $27.5 billion raised during the same period in 2021.
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Despite Declines, REITs Outperformed Broader Markets in June
REITs outperformed broader markets by nearly 1.3% in June, as the Federal Reserve hiked interest rates by 75 basis points and signaled a more aggressive approach to fighting inflation in the coming months.