News by Topic : Market Analysis & Research

  • 5/30/2019

    REIT Earnings Rose to $15.9 billion in Q1

    Funds from operations of all Equity REITs increased to $15.9 billion in the first quarter, according to the Nareit T-Tracker. Occupancy rates remain near the record highs set last year.

  • 5/22/2019

    REIT Usage and Target Date Funds

    In 2003, the share of TDFs with REIT exposure was only 50%, while in 2018, 97% of them invest in REITs. In fact, 60% of TDFs have a dedicated REIT sleeve within their asset allocation.

  • 5/14/2019

    Economic Fundamentals for Commercial Real Estate Strong in Q1

    Gross domestic product surpassed expectations in the first quarter, and strong job growth in March and April provide a favorable backdrop for demand for leased commercial space.

  • 5/14/2019

    Gimme Shelter: REITs and Trade Disputes

    While correlations between stock markets in the United States and China, and the rest of Asia and Europe have risen as trade disputes have heated up, REITs’ correlations with overseas markets have moved lower.

  • 5/3/2019

    Is There Another Housing Bubble Building?

    Rising house prices have raised concerns about whether another speculative bubble is brewing. In today’s housing markets, however, it is a scarcity of housing supply that is pushing up prices.

  • 5/2/2019

    Commercial Real Estate Markets: A Slow Start to 2019

    Real estate markets softened in the first quarter, with the demand for leased space slowing for most major property types. Demand did not fall but the weakness may reflect a cautious environment during the winter months.

  • 4/26/2019

    REITs and the Rise of High-tech Real Estate

    A generation ago, most commercial real estate consisted of a building and four walls that provided space and services for tenants. Today, however, a growing share of real estate supports the high-tech sector.

  • 4/23/2019

    Looking at REIT Leverage versus Other Stock Market Sectors

    Do we need to worry that equity REITs are carrying too much debt?

  • 4/11/2019

    REITs and Interest Rates: A Positive Shift in the Market

    The relationship between REIT returns and long-term interest rates has turned positive again.

  • 3/27/2019

    Barclays Remains Constructive on Industrial Sector

    Barclays’ Ross Smotrich says fundamentals still favor landlords, but it’s getting more challenging late in the cycle.

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