Market Commentary Actively Managed Real Estate Fund Tracker: 2024Q3 Nareit tracks quarterly investment holdings for the 26 largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment. 11/17/2024 Image
Market Commentary Landings, Reunions, and Revivals: Keys to the U.S. Property and REIT Outlooks With softening fundamentals, a lingering public-private valuation problem, and muted property transaction activity, the U.S. commercial real estate market appears to be stuck in a period of stagnation. 11/14/2024 Image
Market Commentary Occupancy Rates, Momentum, and the Weight of Property Fundamentals In today’s economy, the pace of inflation has moderated, economic growth has remained healthy, the unemployment rate has held steady, the prospects of recession have lessened, and expectations for continued monetary policy easing have proliferated. 11/12/2024 Image
Market Commentary REITs and Broad Market Equities Declined in October 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%. 11/11/2024 Image
Market Commentary Norges Bank Investment Management Uses REITs as Strategic Component in Real Estate Allocation Norges Bank Investment Management’s real estate investment strategy combines 50% REITs and 50% private real estate investments to enhance diversification, access new and emerging property sectors, and optimize cost management. 10/31/2024 Image
Market Commentary PGIM Helps Australian Superannuation Fund Improve Diversification Using REITs An Australian superannuation fund identified critical gaps in both property types and geographies within its commercial real estate portfolio. 10/28/2024 Image
Market Commentary REITs Raised $23.3 Billion Through Secondary Offerings and IPOs in 2024: Q3 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. 10/16/2024 Image
Nareit Developments Institutional Investors’ Perceptions and Use of REITs: Key Findings from Recent Research New data reveals evolving views on REITs as part of institutional portfolios, emphasizing their role as complements to private real estate holdings. 10/04/2024 Image
Market Commentary REITs Outperformed Broader Markets in the Third Quarter 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%. 10/02/2024 Image
Market Commentary Tax Treatment of REIT Common Share Dividends Paid in 2023 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. 10/01/2024 Image
Market Commentary REITs Supported 3.5 Million Jobs in 2023 REITs supported an estimated 3.5 million fulltime equivalent jobs in the U.S. in 2023, producing $278 billion in labor income. 09/23/2024 Image
Market Commentary REITs Own 580,000 Properties in the U.S. At the end of 2023, U.S. public REITs owned an estimated 580,000 properties—up 1% from the previous year—and 15 million acres of timberland across the U.S. 09/20/2024 Image