John Worth

Commercial real estate fundamentals continue to point to strong performance in the retail, multifamily, and industrial sectors.

March marked 23 straight months with hires greater than separations and the March JOLTs report showed private job openings are in excess of 10.5 million, the highest level ever recorded.

The 2022 Pensions & Investments annual survey of pension plans found that REIT assets in the largest 200 U.S. retirement plans grew 22% to $34.2 billion during the year.

Multiple studies conducted by different research firms have come to similar conclusions, finding that the optimal portfolio allocation to REITs may be between 5% and 15%.

Nareit CEO Steve Wechsler and EVP of Research and Investor Outreach John Worth presented virtually to a Chinese audience about U.S. REIT market development and the new Chinese REIT system.

New research shows REITs win a majority of head-to-head comparisons between domestic and international private equity real estate funds and REITs.

Last week concerns about economic growth and continued consumer resiliency to COVID-19 led to REIT stocks underperforming the broader equity indexes.

The most recent rent survey results show that on average for REITs, the share of typical rent collected in May was largely unchanged from April.

Putting the pieces of connected commerce together in the COVID-19 era.

Fifty-four listed equity REITs responded between April 8 and April 15, representing most property sectors and almost $418 billion in equity market capitalization or 44% of the FTSE Nareit All Equity REIT equity market capitalization.

The Federal Reserve, Treasury and the Federal Housing Finance Agency of FHFA—which regulates Fannie and Freddie—have taken dramatic steps over the past week with the goal of addressing the financial market ramifications of the dramatic reduction in real activity.