Industry Performance

Economic fundamentals continued to support the real estate markets.

More than 170 companies have submitted 2017 information for Nareit’s annual effort to collect data on IRS Form 1099-DIV reporting by stock exchange-listed and public non-listed Nareit member companies.

Timber, infrastructure sectors post positive returns to start the year.

Favorable economic trends and solid operating fundamentals support REIT industry’s growth.

mREITs led the performance of the overall U.S. REIT market in 2017, with the FTSE Nareit Mortgage REITs Index delivering a 19.79 percent total return for the year

We decided to turn the tables and ask investors and other readers of the Nareit News Digest for their views on what will have the greatest impact on REIT share performance in 2018.

REIT share prices have often responded negatively to rising interest rates, at least since 2013. Is this warranted by the outlook for their future earnings?

For REIT investors 2017 turned out to be a very normal year—but that was a huge disappointment given the “irrational exuberance” that investors in some other parts of the stock market enjoyed. So how can we develop empirically-based REIT return expectations for 2018?

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