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.
Optimizing Returns Through a Global Lens
Converging Forces: REITs, Institutional Investors, and Global Real Estate in 2026
Institutional Investors Embrace REITs to Drive Performance, Innovation
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Diversified in Asia Pacific, Health Care in the Americas Lead Q3 Actively Managed Global Investment
The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.
Commercial Real Estate and REITs: Dual Divergences Set Stage for REIT Rebound in 2026
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REITs Present Buying Opportunity for Investors that Appreciate Good Value
Everyone loves a bargain. With the current Black Friday sales season in full swing, consumers are awash with opportunities to stretch their holiday shopping dollars. Investors also appreciate good values.
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Broad Equity and REIT Market Divergence Presents Investment Opportunity
Broad equity and REIT market valuations diverge from time to time.
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Health Care Unseats Telecommunications for Top Sector, Office Flips Overweight in Q3 Actively Managed U.S. 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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Global Real Estate Lower in October, Year-to-Date Gains Led by Asia
The FTSE EPRA Nareit Developed Extended Index fell 2.0% in October.
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REITs Declined in October While Industrial, Data Centers Outperformed
The FTSE Nareit All Equity REITs Index fell 2.2% in October, with most of the losses concentrated at month-end, as markets responded to company news about earnings risks and the possibility that the Federal Reserve will not be lowering rates any further for the time being.
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GRESB 2025 Results Highlight Continued Sustainability Leadership Among REITs
In October, GRESB released its 2025 Real Estate Assessment results. The GRESB Real Estate Assessment measures the sustainability performance of individual real estate portfolios based on self-reported data.
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REITs Supported 3.6 Million Jobs, $283 Billion in Labor Income, in 2024
REITs supported an estimated 3.6 million fulltime equivalent (FTE) jobs in the United States in 2024, producing $283 billion in labor income, according to EY’s latest Economic Contribution of REITs report, commissioned by Nareit.