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.
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Nareit’s 2026 outlook addresses the topics that have been on the minds of real estate investors, including valuation divergences, compelling opportunities, and global strategies.
REITweek is the largest REIT-focused event, connecting institutional investors with REIT management teams through company presentations, one-on-one meetings, and curated networking.
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.
CEO Jeff Edison says successful retailers must be able to reach their customers wherever they are.
CEO Marshall Loeb sees tailwinds from migration to Sun Belt, e-commerce.
CEO Bill Stein says data center demand “remains incredibly healthy.”
Ric Campo also says Camden is starting to raise rents in the 5-7% range.
Michael Schall expects REITs to be less active acquirers of assets.
CEO Arlen Nordhagen sees increased competition for assets across most markets.
REITs are finding less is more when it comes to leverage.
CEO Owen Thomas says office development above long-term averages.
CEO John Kite said the REIT’s portfolio strategy was adjusted after its merger with RPAI in 2021.
CEO William Trimble says investors understand REIT’s business model.
Macerich’s Kelly Meyers says with hybrid work environments ongoing, REITs should remain focused on developing company culture.
John Kite says REIT is also communicating environmental benefits of physical vs. online retail.
Boards should be “extremely engaged right now,” Green Street’s Cedrik Lachance says.
Chris Constant also says tenants have been able to pass on higher gas prices to consumers.
Michael Barnello of LaSalle Hotel Properties discusses trends in guests’ tastes and preferences.