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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REIT Sharpe Ratios Closely Follow Sector Performance Trends
Investors use Sharpe ratios as a simple measure of risk adjusted return or, put differently, return per unit of risk.
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Global Real Estate Rose in January, Led by Developed Asia Outperformance
The FTSE EPRA Nareit Developed Extended and Developed Indexes each rose 1.8% in the first month of 2025, led by industrial, timberland, and health care.
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REITs Historically Outperform in Different Interest Rate Environments
Historical data show that, on average, real estate has enjoyed solid total returns across different interest rate regimes with REITs consistently outperforming their private market counterparts.
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REITs Post Narrow Gains in January, Led by Industrial, Timberland, Health Care Sectors
REITs posted positive returns to begin 2025 as the FTSE Nareit All Equity REITs Index rose 1.0% in January.
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REITs Earn Top GRESB Scores, Led by Office Sector
GRESB, the Global Real Estate Sustainability Benchmark, has released its 2024 data on environmental stewardship, social responsibility, and good governance for real estate.
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REITs Raised $12.5 Billion Through Secondary Offerings, IPOs in 2024: Q4
U.S. REITs raised $12.5 billion from secondary debt and equity offerings in the fourth quarter of 2024.
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REITs Gain 4.9% in 2024 as December Headwinds Trim Earlier Gains
Specialty, data centers, health care REITs led returns in 2024.
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REITs Climbed in November, But Face Headwinds in December
In November, the FTSE Nareit All Equity REITs Index gained back most of the ground lost in the previous month, posting a total return of 3.5%.
The Growing Role of REITs in Institutional Investor Portfolios
REITs in 2025: Finding Opportunities in a Changing Real Estate Market
Commercial Real Estate and REITs: Change Is In the Air for 2025
The Global REIT Evolution: Megatrends and 2025 Performance