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.
REITs Continue to Improve Transparency on Sustainability
Publicly traded REITs are providing transparency around key topics that are important to sustainability-focused investors, including documenting their approaches to risk management and performance reporting.
REITs Raised $16.6 Billion Through Secondary Offerings in 2024:Q2
U.S. REITs raised $16.6 billion from secondary debt and equity offerings in the second quarter of 2024.
REITs Post Third Straight Month of Positive Returns in July, Outperform Broader Markets
The FTSE Nareit All Equity REITs Index returned its strongest monthly performance of the year in July, posting a total return of 7.2% and outperforming broader markets.
Mid-Year Report: Diversity of Global Real Estate Returns Offers Investment Opportunities
Mid-Year Report: Real Estate Active Managers Diversify Portfolios and Embrace Newer Property Sectors
Mid-Year Report: REITs Offer an Opportunity Amid Choppy Waters
Mid-Year Report: Key Themes for the Second Half of 2024
REITs Edged Higher in June, Building on Last Month’s Gains
The FTSE Nareit All Equity REITs Index built on the standout performance of May, with a gain of 2.2% in June.
REITs Posted Their Strongest Returns of the Year in May
The FTSE Nareit All Equity REITs Index posted a total return of 5.3% in May, marking the strongest monthly performance of 2024 and outperforming broader equity markets.
REIT Prowess: Occupancy Rates Showcase REIT Asset Selection and Management
Occupancy rates are indicators of property fundamentals that reflect the interaction of supply and demand.
Actively Managed Real Estate Fund Tracker: 2024Q1
Nareit tracks quarterly investment holdings for the 27 largest actively managed real estate investment funds focusing on REIT investment for insight on expert investor sentiment.
Nareit Study Shows the Growth and Benefits of Global REIT Adoption
Nareit has updated its Global REIT Approach to Real Estate Investing study, documenting the global growth of REITs and the benefits, especially to developing nations, of enacting a REIT regime.