Nicole Funari

The growing use of target-date funds (TDFs) remains the dominant investment-related trend in the defined contribution and individual retirement account markets, and REITs continued to be a critical component of TDFs in 2024.

Nareit tracks quarterly investment holdings for the largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.

There is a high barrier to entry to invest directly in commercial property and most U.S. families do not invest in commercial property unless they have significant financial resources, according to data from the Federal Reserve’s Survey of Consumer Finances (SCF).

Investors use Sharpe ratios as a simple measure of risk adjusted return or, put differently, return per unit of risk.

GRESB, the Global Real Estate Sustainability Benchmark, has released its 2024 data on environmental stewardship, social responsibility, and good governance for real estate. 

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.

REITs supported an estimated 3.5 million fulltime equivalent jobs in the U.S. in 2023, producing $278 billion in labor income.

At the end of 2023, U.S. public REITs owned an estimated 580,000 properties—up 1% from the previous year—and 15 million acres of timberland across the U.S.

In the second quarter of 2024, active managers increased allocations in the digital sectors and health care.