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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.
Climbing Treasury Yields Pressured REITs and Broad Markets in August
REITs and broad market equities faced challenges in August, as the sharply rising 10-year Treasury yield hit 4.34%, its highest level since 2007, and then declined to 4.09% in the final week of the month.
Real Estate Cap Rates, Appraisals, and the Ostrich Effect
A common myth tells us that ostriches bury their heads in the sand when faced with danger. While not true, the phrase “burying your head in the sand” has become a popular idiom to describe an individual who ignores the existence of a problem with the hope that it will just go away.
REITs Underweighted in ESG Funds
The Morningstar Sustainable Funds Landscape Report shows that the number of sustainable open-end and exchange-traded funds available to U.S. investors rose to nearly 600 in 2022.
Reading the Real Estate Market: Tracking Active Managers’ Allocations Over Time
Nareit is tracking quarterly investment holdings for the 28 largest actively managed real estate investment funds focusing on REIT investment.
REITs: A Port in the Capital Market Storm
The rapid rise in interest rates since the beginning of 2022 has exposed fault lines in banking, private equity, and commercial real estate business models that were predicated on low debt rates.
Office REITs Continued to Recover in July
Looking for Income? REITs Deliver
In making the case for an allocation to real estate in an investment portfolio, one of the oft-cited arguments is real estate’s ability to generate income.
Nareit’s Mid-Year Report Offers Insights into U.S. and Global Trends
2023 Mid-year Report: Diversification Opportunities - REIT and Real Estate Performance Around the Globe
On a global basis, data centers, industrial, and self-storage have been the strongest performing sectors in 2023.
2023 Mid-year Report: REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds
Actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.
REITs Post Strongest Monthly Performance Since January
Timber, office, and data centers led with returns of 15.9%, 10.4%, and 7.3%, respectively.
Implementation of a Completion Strategy Helps COAERS Attain Diversification and Outperformance in Its Real Estate Portfolio
The City of Austin Employees' Retirement System (COAERS) investment team noted that its real estate allocation could be improved dramatically by adding a portfolio completion strategy of REITs, which was historically implemented solely through an open-ended, core, private markets fund system.