Market Commentary
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REITWatch
REITWatch is a monthly statistical publication intended to provide a snapshot of the REIT industry. It includes data derived from the FTSE Nareit U.S. Real Estate Index Series and the FTSE/EPRA Nareit Global Real Estate Index Series in addition to tracking the performance of individual REITs.
REITs Better Positioned to Pursue Acquisitions and Growth
With the commercial real estate (CRE) market characterized by softening fundamentals, a lingering public-private real estate valuation problem, and higher interest rates, property transaction activities have remained stifled.
Competitive Edge: How REITs’ Balance Sheet Strength Drives Growth Opportunities
REIT balance sheet strength, driven by low leverage and fixed-rate debt, offers resilience and flexibility amid market volatility and rising rates.
No Clarity…No Problem: REITs Deliver Solid Operational Performance Amid Uncertainty
Despite elevated economic uncertainty and financial market volatility, REIT operational performance has maintained resilience.
Real Estate and REIT Allocations in Generalist Funds Trending Higher
Actively managed generalist funds tend to be underweight in real estate and REITs.
REITs Rose in May as Stocks Outperform Amid Pause in Tariff Disputes
The FTSE Nareit All Equity REITs Index rose 1.2% in May. REITs trailed the broader stock market for the month as the near-term risk of tariff disputes abated, perhaps temporarily.
Traded REITs Top 1,000 Worldwide
Nareit’s annual update of the Global REIT Approach to Real Estate Investing study shows growth in REITs worldwide, with more than 1,000 traded REITs at the end of 2024 in 42 countries and regions.
Global Real Estate Presents Opportunities Amid Tariff-Related Volatility
Recent disputes over tariffs and trade policy introduced volatility to global real estate markets alongside broader stock markets.
Defined Benefit Pension Funds Increasing REIT Usage in Real Estate Strategies
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 increased in the last six years.