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Recent data from CoStar highlight some of the supply and demand differences across sectors. In the second quarter of 2022, demand continued to outstrip supply for both industrial and retail, while apartment and office demand fell short of their respective supply counterparts.

The T-Tracker Series contains a wealth of information that should prove useful to virtually anyone who invests, analyzes or researches REITs and real estate. Detailed tables on FFO, NOI and Dividends Paid by property type, as well as spreadsheets with historical data, are available.

At the start of the year, economists and financial markets anticipated that the Federal Open Market Committee (FOMC) would embark on a series of target fed fund rate cuts in 2024.

Data centers, infrastructure, and self storage REIT sectors all had weekly returns exceeding 2.0%.

Evidence is emerging that hybrid or remote work is becoming a permanent feature for many office workers.

Nine of the 14 REIT sectors posted a positive total return.

Recent research by Nareit shows that REIT returns have tended to bounce back—and even surge—after significant public and private real estate market divergences.

The 2022 Pensions & Investments annual survey of pension plans found that REIT assets in the largest 200 U.S. retirement plans grew 22% to $34.2 billion during the year.

Concern is growing among some investors that tight labor markets may trigger an increase in price inflation. 

Earning in the overall U.S. listed REIT sector have recovered half the decline that took place last spring as shutdowns spread across the country.

The two largest risks to the economy from recent layoffs are that job losses spread from the front-line sectors into the broader economy, and that temporary layoffs translate into permanent job losses.

As of May 21, which marks 15 months since the market peak prior to the pandemic, REIT total returns have fully recovered from the initial losses in early 2020.

The percentage of mortgages held in commercial mortgage-backed securities (CMBS) that were 30+ days delinquent jumped from 2.29% in April to 7.15% in May.

Occupancy rates are indicators of property fundamentals that reflect the interaction of supply and demand.

Net operating income (NOI) of listed REITs rose nearly 50 percent over the past four years. The steady increases in same-store NOI at a pace above the inflation rate should continue to drive earnings, and valuations, upward in the future.

REITs average higher returns over multi-year time horizons compared to private real estate with a broader allocation across innovative property sectors, according to Nareit analysis of past performance.