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.
Blog
REITs Supported 3.2 Million Jobs in 2021
REITs supported an estimated 3.2 million fulltime equivalent (FTE) jobs in the U.S. in 2021, producing $229 billion in labor income, according to EY’s latest Economic Contribution of REITs report, commissioned by Nareit.
Blog
Return to Office Surges Post-Labor Day
The average office occupancy rate rose almost 4% in the week after the holiday.
Blog
Morningstar Analysis Shows Importance of Meaningful REIT Allocations
A new Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges between 5% and 18%.
Blog
Demand Outstrips Supply in Industrial and Retail Sectors in Second Quarter 2022
Recent data from CoStar highlight some of the supply and demand differences across sectors. In the second quarter of 2022, demand continued to outstrip supply for both industrial and retail, while apartment and office demand fell short of their respective supply counterparts.
Blog
Survey Finds Institutional Investor Interest in Technology, Health Care Real Estate Increases
A preview of the institutional investor survey by Wealth Management’s Real Estate division (WMRE) showed institutional investors are looking to newer property types, such as data centers, life sciences, and medical offices to drive returns in their portfolios.
Blog
The Recovery and Resiliency of U.S. REIT Operational Performance
The U.S. economy has faced numerous headwinds over the last few years.
Blog
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.
Blog
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.
Blog
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.
Blog
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.
Blog
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.
Blog
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.