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Are REITs underrepresented in your clients' portfolios? Commercial real estate represents 16% of the U.S. investment market.

When assessing the outlook for REITs and commercial real estate in 2022 and beyond, it is helpful to distinguish between impermanent or cyclical effects and the longer-term structural changes that result from changes in behavior.

REITs and commercial real estate in the United States will face a number of important questions in 2017. The economic expansion and the commercial real estate cycle are both more than a half-decade old; what are the risks of a downturn? The Federal Reserve has resumed raising its target for short-term interest rates; what impact will higher rates have on financing costs, on the demand for commercial real estate and on REIT share prices? The Presidential Election surprised most observers; what impact might the incoming Trump Administration have on the economy and commercial real estate?

How will REITs and the real estate markets perform in 2018? Are REITs poised for growth in 2018 or will they continue to underperform the stock market? Commercial construction has been on an uptrend for several years; will demand growth keep up?

Though REITs have not been immune to capital market uncertainty and mortgage market turmoil, they continue to have sound operations, solid balance sheets, and successful equity and unsecured debt issuances in the capital markets.

Commercial real estate and REITs are likely to begin to recover in 2021, with the pace of improvement driven by the availability and effectiveness of a vaccine.

The pandemic's impact on demand will be short-term, but there may also be longer-term structural changes