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 Image
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 Image
Market Commentary 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 Image
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 Image
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 Image
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 Image
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 Image
Market Commentary REIT Capital Market Update: December 2022 U.S. REITs raised $2.5 billion from secondary debt and equity offerings in the fourth quarter of 2022, down from $8.6 billion raised in Q3. 01/31/2023 Image
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 Image
Market Commentary REITs Underperformed Broader Markets in 2022 REITs underperformed broader markets in 2022, as the FTSE Nareit All Equity REITs Index posted a total return of -24.9% and the FTSE Nareit Equity REITs Index returned -24.4%. 01/10/2023 Image
Market Commentary In 2023 Institutional Investors Will Increasingly Use REITs in Portfolio Completion Strategies REITs offer sector diversification by giving investors better access to property sectors that house the modern economy, such as cell towers, data centers, self-storage, health care, industrial, and logistics. 12/15/2022 Image
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 Image
