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.
Global Real Estate Declined in September as Bond Yields Climbed
The FTSE EPRA Nareit Developed Extended Index fell 5.9% in September and has posted a total return of 2.4% in 2026.
REITs Raised $20 Billion in Capital Offerings in 2026: Q3
REITs raised $19.8 billion in the third quarter through secondary debt and equity offerings, matching capital-raising activities from the second quarter.
REITs, Broader Equities Fell in September Amid Bond Yield, Monetary Policy Headwinds
The FTSE Nareit All Equity REITs Index fell 5.7% in September, lagging broader equity markets on both a monthly and year-to-date basis.
Global Tracker Shows Americas Health Care Retains Largest Allocation, Diversified Leads APAC, EMEA
The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.
Increasing REIT Property Transactions Show Broader CRE Promise
U.S. public equity REITs offer a unique lens to view commercial real estate (CRE) transaction activity.
REITs Present Compelling Buying Opportunity for Value-Focused Property Investors
A recent Nareit commentary highlighted and quantified the persistent public-private real estate valuation gaps across the four traditional property types.
Telecommunications Is Highest Weighted in Q2 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.
Ostrich Effect in Private Real Estate Valuations Contrasts with More Accurate REIT Pricing
A recent Nareit commentary noted that the public-private real estate valuation gap persists, with private appraised property values still disconnected from market realities.