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 REITs Complete Institutional Real Estate Portfolios: A Case Study One of the dominant themes among institutional real estate investors of the past few years has been the shift toward “alternative” property types. 03/30/2023
Market Commentary Core Property Sector Fundamentals Generally Solid in 4Q22, Some Evidence of Softening The industrial, retail, and apartment property types have maintained occupancy and four-quarter rent growth rates akin to or higher than their respective pre-pandemic levels. 03/20/2023
Market Commentary Office Occupancy Continues to Rise Over 50% Many employers are eager for pre-pandemic, in-office operations to resume, but many workers remain reluctant to return. 03/15/2023
Market Commentary REITs Remained Positive for the Year, but Declined with Broader Markets in February On a year-to-date basis, the FTSE Nareit All Equity REITs Index is up 3.5% and the FTSE Nareit Equity REITs Index is up 5.4%. 03/14/2023
Market Commentary REIT Returns Tend to Rise, and Even Surge, After Real Estate Market Divergences In the third quarter of 2022, the FTSE Nareit All Equity Index and NCREIF Fund Index–Open End Diversified Core Equity posted rolling four-quarter total returns of -16.3% and 22.1%, respectively. 02/28/2023
Industry News Investment Bankers See Potential for REIT Rebound in 2023 REITs are expected to be effective in deploying capital, especially in second half. 02/28/2023
Nareit Developments REITs “Complete” Real Estate Portfolios The U.S. economy has been marked by mixed economic growth results, elevated inflation, and higher interest rates. 02/24/2023
Industry News CEM’s Alex Beath on the Long-Term Outperformance of Listed Equity REITs CEM has collaborated with Nareit for 10 years on pension fund performance, allocation research. 02/24/2023
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
Market Commentary Public and Private Real Estate Divergence Presents Opportunity for Investors The U.S. commercial real estate market is amid an uncoupling. Property operational performance has generally been strong for both public and private real estate, but valuation metrics and total returns have diverged. 02/07/2023
Industry News Nareit’s Ed Pierzak on the Enduring Value of Public Equity REITs I think that investors often view public and private real estate investment as an “either-or” decision, but that does not have to be the case. 02/03/2023
