Video J.P. Morgan: Fed Increases Have Not Meaningfully Impacted Inflation Managing Director Jim Reilly says that data shows a lag effect though in consumer spending and higher energy costs. 04/14/2023 Image
Market Commentary REITs Recovered after Early Losses in March The FTSE Nareit All Equity REITs Index ended a tumultuous March down 1.7% for the month, and the FTSE EPRA Nareit Global Extended Index declined 2.3%. 04/12/2023 Image
Market Commentary REITs Offer Diversification and Timeliness Recent research by Nareit shows that REIT returns have tended to bounce back—and even surge—after significant public and private real estate market divergences. 03/30/2023 Image
Market Commentary REITs Complete Institutional Real Estate Portfolios: A Case Study One of the dominant themes among institutional real estate investors of the past few years has been the shift toward “alternative” property types. 03/30/2023 Image
Market Commentary Core Property Sector Fundamentals Generally Solid in 4Q22, Some Evidence of Softening The industrial, retail, and apartment property types have maintained occupancy and four-quarter rent growth rates akin to or higher than their respective pre-pandemic levels. 03/20/2023 Image
Market Commentary Office Occupancy Continues to Rise Over 50% Many employers are eager for pre-pandemic, in-office operations to resume, but many workers remain reluctant to return. 03/15/2023 Image
Market Commentary REITs Remained Positive for the Year, but Declined with Broader Markets in February On a year-to-date basis, the FTSE Nareit All Equity REITs Index is up 3.5% and the FTSE Nareit Equity REITs Index is up 5.4%. 03/14/2023 Image
Market Commentary REIT Returns Tend to Rise, and Even Surge, After Real Estate Market Divergences In the third quarter of 2022, the FTSE Nareit All Equity Index and NCREIF Fund Index–Open End Diversified Core Equity posted rolling four-quarter total returns of -16.3% and 22.1%, respectively. 02/28/2023 Image
Industry News Investment Bankers See Potential for REIT Rebound in 2023 REITs are expected to be effective in deploying capital, especially in second half. 02/28/2023 Image
Market Commentary REITs “Complete” Real Estate Portfolios The U.S. economy has been marked by mixed economic growth results, elevated inflation, and higher interest rates. 02/24/2023 Image
Industry News CEM’s Alex Beath on the Long-Term Outperformance of Listed Equity REITs CEM has collaborated with Nareit for 10 years on pension fund performance, allocation research. 02/24/2023 Image
Market Commentary REIT Investment Increases Staffing Time at Skilled Nursing Facilities New research shows that REITs target high performing operators for investment and that skilled nursing operators increase staffing after becoming REIT tenants. 02/16/2023 Image
