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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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.
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REIT Property Sectors All Rose Last Week
Last week’s gains trimmed the declines so far this year to single digits, bringing the year-to-date total return to -9.0%
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Demand for Housing Tops Pre-Pandemic Pace
Nearly every recent housing market indicator has shown significant increases for July, and were above consensus expectations.
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Finding Opportunities in Commercial Real Estate During the COVID-19 Crisis
One of the keys to finding opportunities in the current real estate landscape is by differentiating between transitory and permanent changes in consumer behavior and the use of real estate.
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REIT Returns Treading Water in Recent Weeks
The FTSE Nareit All Equity REITs index was down 0.3% in terms of total return.