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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How Will Work-from-home Affect Office Markets Over the Medium- to Long-term?
The next few years will almost certainly see a move towards less density, and it is unclear how much overall demand for office space will decline due to WFH if there is an offsetting increase in the space per worker.
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REITs Rally Outpaced Broader Markets Last Week
REITs rallied last week, with the FTSE-Nareit All Equity REITs index posting a total return of 5.5%, trimming the year-to-date decline in total returns to the single digits.
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REIT Share Prices Fall Last Week
Last week concerns about economic growth and continued consumer resiliency to COVID-19 led to REIT stocks underperforming the broader equity indexes.
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REITworks Panel Looks at Evolution of ESG Post-Pandemic
Healthy buildings are quickly becoming a “must-have,” panelist Ben Myers says.
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Unity on Social Justice Matters Crucial to Making Progress: Wes Moore
REITworks keynote speaker says U.S. sits at a “crucial juncture.”
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REIT Share Prices Stable Last Week
REITs have been little affected by the turmoil in the broader stock market in recent weeks, especially among technology stocks.
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COVID-19 and CRE: Short-Term Impact on Demand, but Longer-Term Structural Changes
Since most economic activity takes place within a commercial real estate structure, these changes will impact how people use commercial real estate in the future.
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REIT Stocks Down Last Week Amid Tech Selloff
The FTSE Nareit All Equity index had a total return of negative 2.2% for the week, and is down 2.0% so far in September.
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2020 Q3 Changes to FTSE Nareit U.S. & FTSE EPRA/Nareit Global Real Estate Index Series
The following additions, deletions and classification changes were agreed to and will be applied after the close of business on Friday, Sept. 18, 2020.
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REIT Stocks Buffer Broader Market Decline
The FTSE Nareit All Equity REITs index was down 0.7% last week, while tech stocks pulled major indices much lower, with the Nasdaq down 3.3% and the S&P 500 falling 2.3%.
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CMBS Delinquencies Fall Further as Reopening Revives Cash Flows
The CMBS delinquency rate continued to decline in August as the reopening of the economy helped revive cash flows at some troubled tenants.
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CRE Transactions Volumes Down, but Prices Steady
Valuations in the overall market have edged down 1.4% over the past three months, and are little changed year-to-date.