The Market Commentary blog on reit.com presents analysis of the macro- and micro-economic fundamentals impacting the REIT and commercial real estate industry. The Nareit economics team offers their commentary on the state of the market, the outlook for commercial real estate and breaking macroeconomic news. The opinions set forth here are solely those of its author(s), and do not necessarily reflect the views of the Nareit or its membership.
Blog
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.
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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.
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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.
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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.
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Net Effects of Tariff Actions on REIT Performance More Tempered Than Expected
Tariff actions have introduced uncertainty into U.S. financial and economic markets.
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Cell Towers: A Newer Real Estate Tower
In the past, when real estate professionals talked about towers, they typically referred to high-rise office or apartment buildings.
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Telecommunications, Office, Self-Storage Advance in Q1 Actively Managed Real Estate Fund Tracker
Nareit tracks quarterly investment holdings for the largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
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Global Real Estate Showed Resilience during a Volatile Month
The FTSE EPRA Nareit Developed Extended Index showed resilience in a tumultuous April, posting a total return of 1.3%. On a year-to-date basis, the index has returned 4.4%.
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REITs Bounce Back from April Lows, Lead Broader Market Year-to-Date
The FTSE Nareit All Equity REITs Index declined in a volatile April, bouncing back from a low of -11.9% on April 8 to end the month down 2.0%.
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Game On, Game Off: Tariff Actions and REIT Property Sector Performances
The game-on, game-off nature of tariff actions has introduced uncertainty into the U.S. financial and economic markets.
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Tax Treatment of REIT Common Share Dividends Paid in 2024
In 2024, U.S. listed REITs distributed approximately $66 billion in dividends, as reflected in Nareit’s REIT Industry Tracker.
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Global Real Estate Declined Narrowly in March while Outperforming Stocks
The FTSE EPRA Nareit Developed Extended Index declined 1.4% in March and has risen 3.1% on a year-to-date basis as of March 31.