Market Analysis & Research

Global listed real estate has slightly outperformed global equities year-to-date.

With the commercial real estate (CRE) market characterized by softening fundamentals, a lingering public-private real estate valuation problem, and higher interest rates, property transaction activities have remained stifled.

REIT balance sheet strength, driven by low leverage and fixed-rate debt, offers resilience and flexibility amid market volatility and rising rates.

Despite elevated economic uncertainty and financial market volatility, REIT operational performance has maintained resilience.

Nearly 2,500 people came together over the course of REITweek 2025 to discuss REITs and REIT-based real estate investments.

Actively managed generalist funds tend to be underweight in real estate and REITs.

The FTSE Nareit All Equity REITs Index rose 1.2% in May. REITs trailed the broader stock market for the month as the near-term risk of tariff disputes abated, perhaps temporarily.

Nareit’s annual update of the Global REIT Approach to Real Estate Investing study shows growth in REITs worldwide, with more than 1,000 traded REITs at the end of 2024 in 42 countries and regions.

Recent disputes over tariffs and trade policy introduced volatility to global real estate markets alongside broader stock markets.

Nareit analysis of data from Preqin, a financial research firm that tracks investments in alternative assets, indicates that the use of REITs by pension plans has increased in the last six years.

Tariff actions have introduced uncertainty into U.S. financial and economic markets.