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 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.
The REITs’ stock market path through the recovery to date can be usefully described as three distinct periods.
Differences in cap rates capture the divergence that occurred between U.S. public and private real estate markets in 2022, with public real estate cap rates (REIT implied) higher than their private real estate counterparts (transaction and appraisal).
Most property sectors recorded small gains to increases in the high single-digits, led by timber REITs (8.3% total return) and specialty REITs (4.4% total return).
Nareit’s annual update of REIT property counts and estimated gross asset values by state and property sector is now available on the revamped REITs Across America website.
The sharp decline in REIT earnings reflects the record contraction in GDP in the second quarter. Economic activity hit bottom in April, however, and began rebounding over the past four months.
The FTSE Nareit All Equity REITs index was down 0.3% in terms of total return.
Space market fundamentals can differ markedly across property types
Across the various REIT sectors, there were seven property sectors with gains for the week, led by lodging/resorts with a total return of 7.6%.
The most visible sign of this lockdown is the collapse of sales transactions, which fell sharply as social distancing rules went into effect.
From 2016 to 2018, the jobs equivalent contribution from REITs is up an estimated 19.0%.
Conditions worsened significantly over the past week, both in terms of the expected economic impact of the disruptions to activity in response to the virus, and also in stock market returns.
While publicly traded equity REIT performance has recently been exhibiting an inverse relationship with U.S. 10-year Treasury yield movements, this has not always been the case.
Last week’s gain, which came after five consecutive weeks of downward moves, brought year-to-date returns to 27.1%.
In the second quarter of 2024, active managers increased allocations in the digital sectors and health care.
Over the past two decades, the structure of the economy has changed dramatically, and we see this most clearly in how work, shopping, and leisure are increasingly connected to the digital economy.
Funds from operations of all listed equity REITs was 11.1 percent higher than one year earlier, according to the Nareit T-Tracker®.