Video Navigating Interest Rates and Hedging Strategies Chatham Financial director discusses interest rate trends, emphasizing flexibility and communication amid volatile market conditions. 04/02/2024 Image
Market Commentary Actively Managed Real Estate Fund Tracker: 2023Q4 Nareit tracks quarterly investment holdings for the 27 largest actively managed real estate investment funds focusing on REIT investment for insight on expert investor sentiment. 03/27/2024 Image
Market Commentary REITs Rose in February as Data Centers Outperform in 2024 The FTSE Nareit All Equity REITs Index rebounded from a weak January, rising 1.9% in February. REITs underperformed broader markets as the Russell 1000 and Dow Jones U.S. Total Stock Market both rose 5.4%. 03/08/2024 Image
Market Commentary REIT Allocations in Pension Funds Increase Nareit analysis of data from Preqin, a financial research firm that tracks investments in alternative assets, indicates that the use of REITs by pension plans has been increasing, particularly among the largest, most sophisticated plans. 02/29/2024 Image
Market Commentary REITs Continue to Improve GRESB Scores GRESB, an independent organization providing validated sustainability performance data and peer benchmarks for investors and managers, has released its 2023 Real Estate Assessment, which measures the sustainability performance of individual real estate portfolios based on self-reported data. 02/23/2024 Image
Market Commentary Hike, Stop, and Bounce: REIT Performance After Monetary Policy Tightening Ends 02/20/2024 Image
Market Commentary Under Pressure: Strength of CRE Property Fundamentals Continue to Wane Data from CoStar highlight the current state of the commercial real estate market. 02/19/2024 Image
Market Commentary Supply-Demand Imbalances Diminish Strength of Property Fundamentals Space market fundamentals can differ markedly across property types. Net absorption (demand) and net deliveries (supply) for the four traditional property types (retail, apartments, industrial, and office) highlight the ups and downs of the space markets and can illustrate excess net demand (net absorption less net deliveries) for each sector. 02/16/2024 Image
Market Commentary Global Real Estate Took a Breather in January The FTSE EPRA Nareit Developed Extended Index fell 4.5% in January, and posted a total return of 16.0% since Oct. 19, 2023. 02/09/2024 Image
Market Commentary Mind the Gaps: Valuation Convergence and REIT Outperformance Nareit research has shown that REIT total returns have tended to bounce back and even surge after periods of significant REIT underperformance relative to private real estate. 02/08/2024 Image
Market Commentary Disciplined Balance Sheets Insulate REITs From Higher Rates No Fed interest rate cuts? No problem: With their disciplined balance sheets, U.S. public equity REITs may not be immune from higher interest rates, but they are reasonably well-insulated from them. 02/07/2024 Image
Market Commentary REITs Declined in January The FTSE Nareit All Equity REITs Index declined 4.9% in January. Broader markets posted narrow gains as the Russell 1000 rose 1.4% and the Dow Jones U.S. Total Stock Market rose 1.1%. 02/05/2024 Image