Search Results

Modern portfolio theory argues that well-diversified investment portfolios should include allocations to all assets in the market basket, including real estate, which is the third largest asset in the U.S. investment market basket after equities and bonds.

Industry data and research highlights the investment performance benefits and opportunities of REIT-based real estate investments to institutional and individual investors, financial advisers, policymakers and the media. Nareit provides a range of stock performance data for both domestic and global REITs as well as a series of industry performance measures tracked daily, monthly and yearly. 

Investing in a 21st century real estate completion portfolio with REITs from tech-related property sectors can reduce the overall volatility of portfolio returns.

Modeled after mutual funds, REITs historically have provided investors of all types regular income streams, diversification and long-term capital appreciation. Investors can purchase stock in equity REITs and mortgage REITs. Equity REITs own properties in a variety of real estate sectors, such as retail, office and residential.

REITs are an important part of the economy, investors’ portfolio and local communities. Taken individually, a single REIT-owned property can change the entire complexion of a neighborhood. When viewed as an entire industry, REITs significantly contribute to the tax base, job market, and community. 

Most REITs operate as equity REITs, providing investors with the opportunity to invest in portfolios of income-producing real estate. These companies own properties in a range of real estate sectors that are leased to tenants, such as office buildings, shopping centers, apartment complexes and more. They are required to distribute a minimum of 90% of their income to shareholders in the form of dividends.

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?

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 underlying economic fundamentals for commercial real estate are gaining more momentum with a higher level of vaccine coverage, which is likely to boost REIT earnings growth over the remainder of this year.

Pension, endowment, and foundation funds control over $12 trillion in total assets, with approximately $900 billion invested in real estate.

REITs to Qualify as "Institutional Investors" in U.K. Investor Outreach Team Active in November Sustainability Working Forum One Month Away NAREIT Participates in Defined Contribution Institutional Investment Association Annual Board Meeting REIT.com Videos: CEO Spotlights Outreach to State Treasurers REIT.com Videos: REITWorld 2013 Insights NAREIT Welcomes Two New Corporate Members REITs in the Community

November Productive for Investor Outreach Green Street: Pension Funds Leaving Money on the Table With Limited REIT Allocations REIT.com Videos: CEO Spotlights REITs Keep Pace With Broader Market in November 2015 Leader in the Light Working Forum Coming Next Month REIT.com Videos: Market Insights REITs in the Community  

The Real Estate Return Premium From REITs Communications Initiative "Road Buzz" – Pension Plans, Endowments, & Foundations Active Meeting Schedule A Successful REITWeek Conference in Chicago International Outreach REITs Part of a Well-Balanced Portfolio Investor Education: Georgetown REIT Summit Investor Education: Texas A&M Conference

For decades, defined benefit (DB) pension plans have been using real estate successfully within their investment portfolios.