Market Commentary Looking at REIT Leverage versus Other Stock Market Sectors Do we need to worry that equity REITs are carrying too much debt? 04/23/2019 Image
Market Commentary REITs and Interest Rates: A Positive Shift in the Market The relationship between REIT returns and long-term interest rates has turned positive again. 04/11/2019 Image
Market Commentary REIT Earnings Slowed in Q4 2018 REIT earnings slowed a bit in late 2018, according to the Nareit T-Tracker®, which showed funds from operations (FFO) of all listed equity REITs of $15.9 billion. 03/20/2019 Image
Market Commentary Fundamentals for REITs and Real Estate are Stronger than the Mixed Macro News The outlook for REITs and commercial real estate remains favorable, despite some mixed macroeconomic news in the early months of this year. 03/14/2019 Image
Market Commentary What’s Ahead for Cap Rates and Interest Rates? One of the most critical issues for real estate investors in the year ahead is the outlook for cap rates and property prices, especially with Federal Reserve policy in the spotlights. In addition to the future path for their target for short-term interest rates, Fed officials have also been discussing policy options concerning their securities holdings. 02/26/2019 Image
Market Commentary REIT Property Sectors: Total Return and Diversification Over Short- and Long-term Horizons REITs have delivered a long-term total return to investors that generally matches and often beats broad market aggregates. 02/14/2019 Image
Market Commentary Commercial Property Prices Edged Higher in 2018 Commercial property prices edged higher in 2018, increasing 1.8 percent over one year earlier. 02/08/2019 Image
Market Commentary REITs Start 2019 on a Strong Note January was the strongest monthly performance for REITs since October 2011. 02/07/2019 Image
Market Commentary Demand for Commercial Real Estate Shows No Signs of Slowing Commercial real estate markets maintained momentum through the end of 2018, as net absorption continued at a high level across major property types. 01/25/2019 Image
Market Commentary Update on the Government Shutdown and REITs In terms of information about the economy, the retail sales report for December and business inventories report for November were early casualties, as these releases planned for Jan 16th were delayed due to the Census Bureau being shuttered by the lack of funding. 01/16/2019
Market Commentary Downside Beta and Upside Beta: REITs Have Generally Protected Against Stock Market Declines REITs have generally protected against stock market declines, with downside beta typically well below one; moreover, their upside beta has usually been higher, giving investors a chance to “have it both ways.” 01/10/2019 Image
Nareit Developments Nareit Helps its Member REITs in Communicating 1099-DIV Data to Investors Member REITs can submit their IRS Form 1099-DIV data to Nareit for posting on the Nareit website. 01/07/2019