Market Analysis & Research

Trends in the composition of major components of the U.S. economy are the complete reverse of past recessions.

Total returns for the FTSE Nareit All Equity REITs index moved into positive territory last week, with a 1.2% weekly gain.

REITS rebounded in the second week of 2021, with a 1.9% total return on the FTSE Nareit All Equity REITs index that reversed most of the decline in the prior week.

REITs declined in the opening week of 2021, with a -2.4% total return on the FTSE Nareit All Equity REITs index.

REITs are investing in new paradigms to innovate for and connect with customers.

The path of the pandemic and the vaccines will continue to hold the keys for the economy and commercial real estate, and for stock markets, in 2021.

REIT share prices rose slightly during the week ended December 18, with the FTSE Nareit All Equity REITs index posting a weekly total return of 0.5% and a year-to-date return of -6.9%.

The new benchmark, which has been added to the widely-tracked FTSE Nareit U.S. Real Estate Index Series, includes listed REITs from the infrastructure, data center, and industrial property sectors.

CRE markets, and the economy as a whole are bolstered by the solid fundamentals that were in place when the pandemic hit, in sharp contrast to prior recessions.