REITs invest in the majority of real estate property types, including offices, apartment buildings, warehouses, retail centers, medical facilities, data centers, cell towers and hotels.
Nareit’s REIT Directory provides a comprehensive list of REIT and publicly traded real estate companies that are members of Nareit. The directory can be sorted and filtered by sector, listing status, and stock performance.
CEM Benchmarking’s 2024 study also reveals allocations, returns, volatility, and risk-adjusted performance of 12 asset classes over 25-year period.
Experts say it’s important for ETFs to embrace REITs, and vice versa.
REITworld will take place Dec. 8-11 in Dallas, TX. This event provides opportunities for individual meetings between REITs, investors, and analysts.
For 65 years, Nareit has led the U.S. REIT industry by ensuring its members’ best interests are promoted by providing unparalleled advocacy, investor outreach, continuing education and networking.
The study provides a comprehensive review of investment allocations and actual investment performance across 12 asset groups. The analysis looks at fund performance over 17 years, the longest period for which CEM had data for some of the assets studied, and it utilizes a proprietary dataset covering more than 200 public and private sector pension plans with over $3 trillion in combined assets under management.
New research indicates that pension funds would have benefitted from increasing their allocations to stock exchange-listed Equity REITs.
Data from over 300 pension funds found listed equity REITs to be the top-performing asset class overall, with significantly lower fees than other real and alternative assets.
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.
Individual investors represent a core component of the REIT investment universe. Whether investing in individual companies, through a REIT mutual fund or exchange-traded fund or through a retirement plan, an increasing number of individuals have recognized the benefits of including a REIT allocation in their investment portfolios.
The growing use of target-date funds (TDFs) remains the dominant investment-related trend in the defined contribution and individual retirement account markets, and REITs continued to be a critical component of TDFs in 2024.
Survey by Altus Group, NAREIT and NCREIF reveals top commercial real estate investment choices of leading executives.
Listed equity REITs are being used to complete investors’ private real estate portfolios.
The new global active manager tracker follows the quarterly investment holdings of the largest actively managed funds invested globally, not just in the U.S.
New research from Wilshire Funds Management has shown how adding a range of high income-generating assets, including REITs, to model retirement portfolios would have produced a nearly 40 percent gain in income returns while maintaining nearly the same total returns and risk profiles as retirement portfolios with more traditional investment allocations.
Allocations “far below what would be optimal.”
Nareit estimates that nearly 170 million Americans live in the 50% of all households that own REITs.
The University of Texas Investment Management Company said at a recent board meeting that it would be establishing a new allocation to REITs within one of its investment funds.
A 2024 Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges from 4.2% to 20.0% across a range of lifestages.
Nareit analysis of data from Preqin, a financial research firm that tracks investments in alternative assets, indicates that the use of REITs by pension plans has been increasing, particularly among the largest, most sophisticated plans.