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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Mapping the Divide Between Private and Public Real Estate Market
The NCREIF Open End Diversified Core Equity index (ODCE) is a commonly used benchmark for investors in private real estate.
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REITs Raised $80 Billion in Capital Offerings in 2025, $6.7 Billion in Q4
REITs raised approximately $79.9 billion in 2025, a figure that does not include fourth quarter ATM issuance due to a lag in reporting.
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Global Real Estate Rose in 2025, Led by Asia and Europe
The FTSE EPRA Nareit Developed Index posted a total return of 10.7% in 2025, while the FTSE EPRA Nareit Developed Extended Index returned 9.5% for the year.
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REITs Post Narrow Gains in 2025
REITs ended 2025 on a muted note, as the FTSE Nareit All Equity REITs Index fell 2.1% in December, finishing the year with a total return of 2.3%. The FTSE Nareit Mortgage REITs Index rose 16.0% for the year, led by the home financing sector with a total return of 26.4%.
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With Property Transactions Trending Upward, REITs Are Ready for Action
REITs have been active property buyers and sellers throughout real estate cycles.
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REITworld 2025 Recap
Nareit’s REITworld: 2025 Annual Conference convened 1,000 REIT leaders and industry professionals Dec. 8–11 in Dallas.
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.