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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Global Real Estate Declined in September as Bond Yields Climbed
The FTSE EPRA Nareit Developed Extended Index fell 5.9% in September and has posted a total return of 2.4% in 2026.
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REITs Raised $20 Billion in Capital Offerings in 2026: Q3
REITs raised $19.8 billion in the third quarter through secondary debt and equity offerings, matching capital-raising activities from the second quarter.
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REITs, Broader Equities Fell in September Amid Bond Yield, Monetary Policy Headwinds
The FTSE Nareit All Equity REITs Index fell 5.7% in September, lagging broader equity markets on both a monthly and year-to-date basis.
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Global Tracker Shows Americas Health Care Retains Largest Allocation, Diversified Leads APAC, EMEA
The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.
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Increasing REIT Property Transactions Show Broader CRE Promise
U.S. public equity REITs offer a unique lens to view commercial real estate (CRE) transaction activity.
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REITs Present Compelling Buying Opportunity for Value-Focused Property Investors
A recent Nareit commentary highlighted and quantified the persistent public-private real estate valuation gaps across the four traditional property types.
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Telecommunications Is Highest Weighted in Q2 Actively Managed Real Estate Fund Tracker
Nareit tracks quarterly investment holdings for the largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
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Ostrich Effect in Private Real Estate Valuations Contrasts with More Accurate REIT Pricing
A recent Nareit commentary noted that the public-private real estate valuation gap persists, with private appraised property values still disconnected from market realities.
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Global REITs Declined in August as North America Continues to Lead
The FTSE EPRA Nareit Developed Plus Index fell 2.8% in August and has posted a year-to-date total return of 8.8%. North America continues to set the pace regionally with a year-to-date total return of 16.3%.
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Real Estate’s “Triple D”: Valuation Divergence, Denial, and Discounts
Recently, the real estate valuation process has taken a journey of its own—one defined by a different “Triple D”: Divergence, Denial, and Discounts.
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REITs Underperform Broader Markets in August, Continue to Lead Year-to-Date
The FTSE Nareit All Equity REITs Index fell 2.7% in August, while continuing to lead the broader stock market on a year-to-date basis. Broader equity markets rose on the month, with the Russell 1000 gaining 2.8% and the Dow Jones U.S. Total Stock Market rising 2.7%.
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Resolution Capital Uses REITs to Enhance Client Portfolio
Australia’s Resolution Capital worked with a European client with an existing private diversified real estate portfolio to enhance the liquidity, efficiency, and diversification of its real estate portfolio by adopting a global listed real estate securities sleeve.