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.
Partnerships are occurring across a range of REIT property sectors.
REITweek Investor Conference, taking place June 2-5 in New York, is the REIT industry’s largest annual gathering of executives, investors, and industry partners.
For 60 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.
REITs have helped shape communities and the real estate investment landscape for the past six decades.
REITs have reduced their reliance on borrowings, which lowered leverage ratios considerably over the past decade.
Commercial property performance and valuation metrics diverge from time to time.
REIT fundamentals remain healthy.
Analysts point to increasing confidence in economy and sound fundamentals.
Historically, when REIT dividend yields became high relative to the yields on other income-oriented investments, that has usually been a sign that REITs had become undervalued and were likely to perform strongly over the next several years.
REITs and publicly-listed real estate around the world were hit hard by the onset of the COVID-19 pandemic, but have generally rebounded strongly.
Listed equity REITs have generally outperformed small-cap value stocks, posting slightly higher returns but substantially lower volatility and substantially better diversification benefits.
The REIT underweight for generalist funds benchmarked against the S&P 500 declined from 114 basis points in 2016Q4 to just 62 basis points as of 2021Q2.
The FTSE Nareit All Equity REITs Index rebounded from a weak January, rising 1.9% in February. REITs underperformed broader markets as the Russell 1000 and Dow Jones U.S. Total Stock Market both rose 5.4%.
In the second quarter of 2024, active managers increased allocations in the digital sectors and health care.
Nareit tracks quarterly investment holdings for the 26 largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
Leading fund managers share their insights on the REIT market
Third quarter REIT performance, sector outlooks, and the closing gap between public and private real estate valuations took center stage during the “FTSE Nareit U.S. Real Estate Indexes in Review and What’s Next” webinar.
The FTSE Nareit All Equity REITs Index rose 1.8% in March. Broader equity markets continued to outperform, as the Russell 1000 and Dow Jones U.S. Total Stock Market each rose 3.2%.
In November, the FTSE Nareit All Equity REITs Index gained back most of the ground lost in the previous month, posting a total return of 3.5%.