Market Analysis & Research

An inverted yield curve has preceded past recessions, yet other indicators today carry a stronger signal of a resilient economy.

The economic forces that affect the demand for domestic U.S. commercial real estate differ from those affecting global corporations, and stock returns reflect these differences.

One of the more common ways to describe the outlook for REITs is to pick which inning of a ballgame corresponds to today’s REIT market. For the past several years, most observers have said the market was in the seventh or eighth inning.

Earnings remained positive for REITs into 2019, with FFO totaling $16.5 billion in the second quarter.

Nareit’s Schnure, senior vice president of research and economic analysis, penned an op-ed in Morning Consult on the history behind today’s housing shortage.

The economy is returning to its trend growth after getting a boost from the 2017 tax cuts.

For all the hand-wringing six months ago, the first half of the year turned out pretty well for commercial real estate markets and REITs.

Nareit economist Calvin Schnure reviews the latest data on supply and demand conditions, and vacancy rates and rent growth.

REITs have extended overall debt maturities and reduced leverage over the past decade, and access the commercial paper market from a position of balance sheet strength.   

The occupancy rate at apartment REITs has continued to move to new record highs during this building boom.