Market Analysis & Research

REITs remain well into positive territory for 2021, however, with year-to-date returns of 26.6% on the All Equity REITs Index.

Over the past 10 years, we have seen dramatic changes in the composition of REIT equity market capitalization.

Acquisition activity in the second quarter was robust across most property sectors.

Last week’s increase brought the year-to-date return to 32.0%. 

Total payroll employment rose 235,000 in August, the slowest since last January and far behind the monthly average of 636,000 between January and July.

REITs have increased seven out of the past eight weeks.

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

Analysis shows REIT long-term returns outpaced home ownership returns, even accounting for the imputed value of rent.

Total retail sales fell 1.1% in July, a larger-than-expected decline that signals some important shifts in the underlying landscape for retail sales.

Broader markets rose, with a 0.6% return on the Russell 1000 and a 0.8% return on the S&P 500.

This is the longest winning streak since the six consecutive weekly gains from March 26 through April 3.

Among survey respondents more than 62% of REITs by equity market capitalization indicated that they experienced an increase in ESG reporting requests from investors between 2019 and 2020.