Nareit Market Commentary

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.

  • 3/13/2020

    Coronavirus and the Economy: The Impact Spreads

    The advance of the coronavirus within the United States has prompted a corresponding spread of actions aimed at slowing the pandemic. These actions will cause a noticeable reduction in GDP, but how large might it be?
  • 3/12/2020

    REITwise 2020 Cancelled

    Nareit will fully refund fees already paid by registrants and sponsors in the coming days.
  • 3/6/2020

    REIT Stocks Outperformed Through February

    Through the year-to-date period as of the end of February, REITs outperformed the Dow Jones U.S. Total Stock Market, the large cap S&P 500 and the small cap Russell 2000.
  • 3/5/2020

    The Coronavirus, Commercial Real Estate and REITs

    With everyday life upended by the coronavirus for the foreseeable future, the commercial real estate industry is shifting on a daily basis.
  • 2/24/2020

    REITs Owned Over 520,000 Properties in 2018

    Nareit’s annual update of REIT property counts and estimated gross asset values by state and property sector is now available on the revamped REITs Across America website.
  • 2/7/2020

    Solid Job Market Signals Continued REIT Performance

    Rising GDP and the job growth that goes with it are the most important determinants of demand for real estate, as businesses need more office space for workers and industrial space to produce, store and ship goods.
  • 2/5/2020

    Economic Fundamentals for Real Estate Remain Solid

    A moderate supply of new buildings is helping to keep vacancy rates low and reduces risks of a market downturn due to excess construction in the months and years ahead.
  • 2/5/2020

    REITs’ Economic Contribution Supports Nearly 2.4 million Jobs in 2018

    From 2016 to 2018, the jobs equivalent contribution from REITs is up an estimated 19.0%.
  • 2/4/2020

    REITs Outperform Broad Market in January

    Compared against broad market benchmarks, REITs outperformed the Dow Jones U.S. Total Stock Market by 1.4 percentage points, large cap S&P 500 by 1.3 percentage points, and the small cap Russell 2000 by 4.47 percentage points in January 2020.
  • 1/10/2020

    2019 Total Return Index Performance

    The FTSE Nareit U.S. Real Estate Index Series posted positive total return performance across all property sectors in 2019.

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