Market Commentary U.S. Public Equity REITs Insulated from Mortgage Market Turmoil The commercial real estate (CRE) mortgage market has changed dramatically since the end of 2021. For many real estate investors, gone are the days of low-cost, readily available property financing. 06/06/2023
Market Commentary REIT Skilled Nursing Tenants Have High Quality Measure Ratings Skilled nursing facilities (SNFs) that are housed in properties leased from REITs tend to have better quality measures and ratings compared with those that rent non-REIT properties or own their buildings. 04/28/2023
Market Commentary GRESB Shows REITs Continue to Improve Environmental Performance in 2022 GRESB, the Global Real Estate Sustainability Benchmark, has released its 2022 data on environmental stewardship, social responsibility, and good governance for REITs. 04/20/2023
Market Commentary REITs Offer Diversification and Timeliness Recent research by Nareit shows that REIT returns have tended to bounce back—and even surge—after significant public and private real estate market divergences. 03/30/2023
Market Commentary REIT Investment Increases Staffing Time at Skilled Nursing Facilities New research shows that REITs target high performing operators for investment and that skilled nursing operators increase staffing after becoming REIT tenants. 02/16/2023
Industry News Exploring the High Dividend Yield of mREITs Debt financing through mortgages is the most common way people and businesses buy their homes and commercial properties. Mortgage REITs (mREITs) allow investors to help finance mortgages and benefit from the interest paid. 02/03/2023
Market Commentary REITs Have Lower Share of Floating Rate Debt Compared to Other Commercial Property Owners REITs have low exposure to floating rate debt, with over 87% of the debt held by the industry at fixed rates. 01/19/2023
Market Commentary In 2023, REITs Are Likely to Remain Resilient to Higher Interest Rates REITs have a long runway to manage leverage in the higher interest rate environment because they have used fixed rate debt to lock in low interest rates for long terms. 12/15/2022
Market Commentary Job Growth Slowing but Demand for Workers Remains Hiring was strong in the hospitality, warehouse, and retail sectors in October, and the data marked 2.5 years with hires greater than separations. 12/07/2022
Market Commentary Nareit Research Estimates 150 Million Americans Invested In REITs An estimated 150 million Americans live in households that are invested in REIT stocks in 2022 directly or indirectly through mutual funds, ETFs, or target date funds, new research by Nareit shows. 11/30/2022
Market Commentary REIT Solar Opportunities: 3.5 Billion Square Feet of Roof Space The U.S. is shifting toward a greater interest in renewable energy, and the rooftop areas of buildings across the country offer a potential source of energy generation with the installation of solar panels. 11/04/2022
Market Commentary REITs Own 535,000 Properties in the U.S. Nareit’s annual update of REIT property counts and estimated gross asset values by state and property sector is now available on the REITs Across America website. 10/13/2022
