News by Topic : Industry performance

  • 10/24/2016

    Survey Shows Commercial Real Estate Markets Continuing to Firm

    Declining vacancy rates and rising rents are expected to support prices, REIT returns.

  • 10/18/2016

    Understanding the Term Structure of Correlations

    One of the most important investment metrics is the term structure of correlations between any two assets.  Correlation measures the degree to which the returns for a pair of assets move together.

  • 10/14/2016

    The Surprising Comparison of Diversification Benefits from U.S. REITs and International Assets

    The bedrock of any investor’s portfolio—no matter how small, no matter how large—is an allocation to the broad U.S. stock market.  To go just the tiniest step further, most investors start with a mix of U.S. stocks and U.S. bonds.  The question is what to add to that basic portfolio.

  • 10/11/2016

    Using REIT Yield Spreads to Make Tactical Investment Decisions

    As of the end of September 2016 the average dividend yield for stock exchange-traded Equity REITs was 3.70%.  That’s extremely low by historical standards: in fact, the average Equity REIT yield has been greater than 3.70% nearly 90% of the time stretching all the way back to the beginning of 1972. 

  • 10/6/2016

    REIT Bull Market Still Alive, Case Says

    Brad Case

    NAREIT’s Case not persuaded by arguments that REITs are nearing end of market cycle.

  • 10/6/2016

    Not Your Grandad’s REIT: Pictures of an Evolving REIT Industry

    The REIT industry has evolved as it has expanded, and looks quite different today than it did a generation ago.

  • 10/3/2016

    REITs Fall in September

    REIT returns continue to beat broader market in 2016.

  • 9/26/2016

    Growth of REIT NOI: Signs of a Maturing Sector

    Total NOI of stock-exchange listed Equity REITs has nearly tripled over the past ten years, to more than $20 billion each quarter since mid-2015. 

  • 9/1/2016

    REITs Dip in August

    REITs continue to outpace broader market year-to-date.

  • 8/24/2016

    Fundamentally Speaking: T-Tracker Shows Good Operating Performance by REITs in Q2

    NAREIT’s Calvin Schnure says occupancy rates at record highs.