News by Topic : Macroeconomic fundamentals

  • 1/19/2018

    Overlooked and Undervalued REITs Are Positioned to Outperform

    Favorable economic trends and solid operating fundamentals support REIT industry’s growth.

  • 12/21/2017

    Nareit Economists Watching Real Estate Cycle, Tax Changes in 2018

    “Reversion to the mean” in investment markets also cited as key storyline in coming year.

  • 12/14/2017

    What to Watch in the Economy and Real Estate Markets in 2018

    The macroeconomy and real estate markets had a good performance in 2017. That may well continue into 2018, but there are several risks that might cause a change in the outlook.

  • 11/21/2017

    FFO of all REITs Declined in Q3, but Firm Fundamentals Point to Future Growth

    The fundamentals for the REIT industry remain firm, which gives us some confidence that the recent decline in FFO is a short-term dip amidst a longer-term trend of mostly solid growth.

  • 10/4/2017

    Data Center REITs: Hosting the Cloud, Here on Earth

    Data centers house the servers and network equipment that make modern communications possible, including the Internet and data transmitted by cell phones. 

  • 9/27/2017

    Update on Commercial Mortgage Lending: Not Too Hot, but Not Too Cold Either

    Excessive debt growth is a warning sign of an overheating real estate sector. Growth of commercial mortgage debt has been modest, however, at only half the pace of the prior cycle. Banks have been the mainstay of lending, but life insurers have shown increased appetite for commercial mortgages, and net issuance of CMBS turned positive in the second quarter. 

  • 9/19/2017

    How Will Apartment REITs be Impacted by New Construction?

    Vacancy rates are likely to remain low as adult members of shared households eventually strike out on their own. However, that the process may take longer than anticipated. 

  • 9/8/2017

    Construction Activity Begins to Slow, Boosting the Outlook for REITs and Real Estate

    REITs and other owners of commercial properties are likely to benefit from a favorable balance of supply and demand in the months ahead.

  • 8/3/2017

    Commercial Real Estate Markets Have Settled in for the Long Haul

    Commercial real estate markets appear to have settled in for the long haul. New supply and the growth of demand are roughly balanced in most property sectors, vacancy rates are stable and rents growing modestly.

  • 4/11/2017

    What’s the Outlook for New Construction? A Peak at REIT Development Pipelines in Q4

    The $64 million question in commercial real estate today is whether or not the sector is past its peak and headed for a slowdown.