The Market Commentary blog on reit.com presents analysis of the macro- and micro-economic fundamentals impacting the REIT and commercial real estate industry. The Nareit economics team offers their commentary on the state of the market, the outlook for commercial real estate and breaking macroeconomic news. The opinions set forth here are solely those of its author(s), and do not necessarily reflect the views of the Nareit or its membership.
The Long Goodbye to the Divergence in Public and Private Real Estate Valuations
The tenure of the recovery from the current divergence in public and private real estate valuations is now approaching two years.
REITs Continued to Outperform Broader Markets in August
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.
Actively Managed Real Estate Fund Tracker: 2024Q2
In the second quarter of 2024, active managers increased allocations in the digital sectors and health care.
Advantage Players: REITs Continue to Benefit from Disciplined Balance Sheets
In gambling, “advantage players” use legal techniques and expert knowledge to gain a winning edge over casinos.
All In: REIT Sector Innovation and Gaming
When it comes to property sectors, US public equity REITs are "all in" on innovation. By adapting to the changing economic and commercial real estate landscapes, REITs have moved beyond the status quo with ongoing introductions of new property sectors.
REITs Continue to Improve Transparency on Sustainability
Publicly traded REITs are providing transparency around key topics that are important to sustainability-focused investors, including documenting their approaches to risk management and performance reporting.
REITs Raised $16.6 Billion Through Secondary Offerings in 2024:Q2
U.S. REITs raised $16.6 billion from secondary debt and equity offerings in the second quarter of 2024.
REITs Post Third Straight Month of Positive Returns in July, Outperform Broader Markets
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.
Mid-Year Report: Diversity of Global Real Estate Returns Offers Investment Opportunities
Mid-Year Report: Real Estate Active Managers Diversify Portfolios and Embrace Newer Property Sectors
Mid-Year Report: REITs Offer an Opportunity Amid Choppy Waters
Mid-Year Report: Key Themes for the Second Half of 2024