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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REITs, Broader Equity Markets Gave Back Some Gains Last Week
REITs declined in the week ended April 3, with a total return of -7.67%, giving back almost half of the gains they posted the week before.
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Lessons from the Global Financial Crisis for the Coronavirus Crisis: Public and Private Real Estate
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REITs and Real Estate Related Economic Data to Watch for During the Coronavirus Crisis
Several important data releases are scheduled in the coming weeks. Here’s what to watch.
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Three-day Rally Reduces Recent REIT Losses
The stock market got a bit of relief last week as forceful policy measures prompted a three-day rally, trimming some of the recent losses.
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Mortgages, MBS Face Challenges During Coronavirus Crisis
The mortgage market is critically important for the economy and for financial markets.
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Mortgage REITs, CMBS Markets and the Fed
Growing concerns about the impact of the coronavirus on the economy have caused severe liquidity issues in some asset classes.
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What Resources Will REITs Need To Navigate the Coronavirus Crisis?
The main question today is how long the phase of rapid growth of infection and the economic shutdowns necessary to contain it will last.
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All REIT Sectors Hit With Stock Dip
Conditions worsened significantly over the past week, both in terms of the expected economic impact of the disruptions to activity in response to the virus, and also in stock market returns.
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REITs Prepared for Coronavirus with Cash and Lines of Credit
REITs have also prepared themselves for economic uncertainty by building up their stock of cash and cash-like assets and maintaining substantial unused lines of credit.
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Pain Points in the Coronavirus Crisis
Stock market declines due to the coronavirus crisis are in the headlines, but the main risks in the weeks ahead are elsewhere: in cash flows and liquidity shocks; resiliency of the financial system; and impact on economic fundamentals.
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What Real Estate Sectors Has The Coronavirus Affected?
Different property sectors face different exposures to the coronavirus crisis, and REIT returns reflect those differences.
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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?