Market Commentary CRE Expansion at Mid-year: No End in Sight Nareit economist Calvin Schnure reviews the latest data on supply and demand conditions, and vacancy rates and rent growth. 07/31/2019 Image
Market Commentary REIT Debt: The Long and the Short of It REITs have extended overall debt maturities and reduced leverage over the past decade, and access the commercial paper market from a position of balance sheet strength. 07/22/2019 Image
Market Commentary Supply-Demand Fundamentals Favor Apartment REITs The occupancy rate at apartment REITs has continued to move to new record highs during this building boom. 07/18/2019 Image
Industry News FTSE Nareit All REITs Index 1.6% Higher in June REIT returns at mid-year are slightly ahead of the broader market. 07/03/2019
Market Commentary REITs are an Investment Grade Sector REITs have made important changes over the past decade in their overall leverage ratios, as well as the composition and structure of their debt. 06/28/2019 Image
Market Commentary REIT Earnings Rose to $15.9 billion in Q1 Funds from operations of all Equity REITs increased to $15.9 billion in the first quarter, according to the Nareit T-Tracker. Occupancy rates remain near the record highs set last year. 05/30/2019 Image
Market Commentary REIT Usage and Target Date Funds In 2003, the share of TDFs with REIT exposure was only 50%, while in 2018, 97% of them invest in REITs. In fact, 60% of TDFs have a dedicated REIT sleeve within their asset allocation. 05/22/2019 Image
Market Commentary Economic Fundamentals for Commercial Real Estate Strong in Q1 Gross domestic product surpassed expectations in the first quarter, and strong job growth in March and April provide a favorable backdrop for demand for leased commercial space. 05/14/2019 Image
Market Commentary Gimme Shelter: REITs and Trade Disputes While correlations between stock markets in the United States and China, and the rest of Asia and Europe have risen as trade disputes have heated up, REITs’ correlations with overseas markets have moved lower. 05/14/2019 Image
Market Commentary Is There Another Housing Bubble Building? Rising house prices have raised concerns about whether another speculative bubble is brewing. In today’s housing markets, however, it is a scarcity of housing supply that is pushing up prices. 05/03/2019 Image
Market Commentary Commercial Real Estate Markets: A Slow Start to 2019 Real estate markets softened in the first quarter, with the demand for leased space slowing for most major property types. Demand did not fall but the weakness may reflect a cautious environment during the winter months. 05/02/2019 Image
Market Commentary REITs and the Rise of High-tech Real Estate A generation ago, most commercial real estate consisted of a building and four walls that provided space and services for tenants. Today, however, a growing share of real estate supports the high-tech sector. 04/26/2019 Image