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 Stock Returns Mixed Last Week
The overall REIT sector was slightly down, with the All Equity REITs total return index declining 0.6%.
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Lingering Fears Weighed on REITs, Broader Market Last Week
The FTSE Nareit All Equity REITs index posted total returns of negative 4.5%. Broader markets were down as well, with the Russell 1000 reversing nearly all the gains of the prior week.
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REITs and Real Estate Poised to Begin Recovery Along with Economy
The good news about the outlook for the economy and commercial real estate as of early June is that we are likely at a turning point for labor markets, consumer spending, and business activity.
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REITs Rise During REITweek as Economic Reopening Gets Underway
REITs extended their weekly winning streak to three weeks of gains, and are up five of the past six weeks.
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CMBS Delinquencies Soar in May
The percentage of mortgages held in commercial mortgage-backed securities (CMBS) that were 30+ days delinquent jumped from 2.29% in April to 7.15% in May.
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REITs Up Again Last Week, Gaining in Four Out of the Past Five Weeks
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Job Markets, Business Reopenings Signal Coming Turnaround for CRE, REITs
The gradual reopening of the economy in the weeks and months ahead will restart the cash flows for many businesses small and large.
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REIT Property Sectors All Rose Last Week
The FTSE Nareit All Equity REITs index posted a total return of 6.9%, the strongest weekly return in six weeks and outpacing the 3.5% total return on the Russell 1000.
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The Outlook for REITs During the COVID-19 Crisis
The REIT sector overall entered this crisis period from a stronger position than in previous market downturns in terms of operational performance, balance sheet strength and sources of liquidity available for the potentially lean months ahead.
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REIT Earnings Declined 9% in First Quarter on COVID-19 Issues
REIT earnings were impacted by the COVID-19 crisis in the first quarter, with funds from operation (FFO) declining 9.0% from the prior quarter, to $15.0 billion, according to the Nareit T-Tracker®.
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REITs, Broader Equity Markets See-Saw on Prospects for Reopening the Economy
The FTSE Nareit All Equity REITs index closed down 8.2% for the week ended May 15th, the first weekly decline for the month of May.
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Rent Collected by REITs in May Unchanged from April
The most recent rent survey results show that on average for REITs, the share of typical rent collected in May was largely unchanged from April.