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 Posted Their Strongest Returns of the Year in May
The FTSE Nareit All Equity REITs Index posted a total return of 5.3% in May, marking the strongest monthly performance of 2024 and outperforming broader equity markets.
REIT Prowess: Occupancy Rates Showcase REIT Asset Selection and Management
Occupancy rates are indicators of property fundamentals that reflect the interaction of supply and demand.
Actively Managed Real Estate Fund Tracker: 2024Q1
Nareit tracks quarterly investment holdings for the 27 largest actively managed real estate investment funds focusing on REIT investment for insight on expert investor sentiment.
Nareit Study Shows the Growth and Benefits of Global REIT Adoption
Nareit has updated its Global REIT Approach to Real Estate Investing study, documenting the global growth of REITs and the benefits, especially to developing nations, of enacting a REIT regime.
Less Stress and Greater Flexibility: REITs Benefit From Low Leverage and Interest Expense Ratios
Leverage can be a double-edged sword, potentially amplifying investment gains on the upside and losses on the downside.
2024 Morningstar Analysis Shows the Optimal Allocation to REITs over Lifestages
A 2024 Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges from 4.2% to 20.0% across a range of lifestages.
Taking Action When Opportunity Knocks: Tactical REIT Investment by Teacher Retirement System of Texas
The Strategic Property REIT Execution and Delivery (SPREAD) team at Teacher Retirement System of Texas (TRS) recognized the opportunity in the current divergence and seized it with a $400 million commitment for a tactical investment in U.S. public equity REITs. The investment yielded a 17.1% internal rate of return (IRR) with $47 million in profit.
The Importance of Underrepresented Asset Classes in Defined Contribution Plans
For decades, defined benefit (DB) pension plans have been using real estate successfully within their investment portfolios.