John Barwick

The FTSE Nareit All Equity REITs Index fell 3.6% in October, underperforming the broader stock market as the Dow Jones U.S. Total Stock Market and Russell 1000 declined 0.7%.

U.S. REITs raised $23.3 billion from secondary debt and equity offerings in the third quarter of 2024; $15.4 billion came from debt, $5.1 billion was raised in one IPO, and $2.8 billion came from secondary common and preferred equity offerings.

The FTSE Nareit All Equity REITs Index rose 3.2% in September, continuing to outperform the broader stock market as the Dow Jones U.S. Total Stock Market and Russell 1000 each rose 2.1%.

Dividend distributions are a vital part of the REIT total return proposition. Since 1995, Nareit has worked with representatives of the Investment Company Institute (ICI) and the Securities Industry and Financial Markets Association (SIFMA) to develop procedures for corporate members that are designed to facilitate the timely reporting of the required dividend distribution information while minimizing reporting discrepancies.

The FTSE Nareit All Equity REITs Index continued to outperform broader markets in August, posting a total return of 5.4% as the Russell 1000 and Dow Jones U.S. Total Stock Market rose 2.4% and 2.1%, respectively.

U.S. REITs raised $16.6 billion from secondary debt and equity offerings in the second quarter of 2024.

The FTSE Nareit All Equity REITs Index returned its strongest monthly performance of the year in July, posting a total return of 7.2% and outperforming broader markets.

The FTSE Nareit All Equity REITs Index built on the standout performance of May, with a gain of 2.2% in June.

The FTSE Nareit All Equity REITs Index posted a total return of 5.3% in May, marking the strongest monthly performance of 2024 and outperforming broader equity markets.

The FTSE Nareit All Equity REITs Index fell 7.9% in April as the yield on the 10-Year Treasury hit its highest level since October 2023.