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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. 

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.

Nareit publishes a number of publications for members as well as the broader investment community. 

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.

Commercial real estate has gone through many boom/bust cycles in the past. These cycles have inevitably affected the performance of REITs through their impact on rents, vacancy rates and property valuations. There are certain features that are common to nearly all these cycles, including overbuilding and a relaxation of risk standards by builders, lenders and investors. There are also differences across these cycles, however, much as Tolstoy wrote in Anna Karenina, “each unhappy family is unhappy in its own way.”

The current bull market for exchange-listed equity REITs has rewarded investors with returns averaging more than 21% per year over the past 8½ years—but by the standards of previous real estate market cycles this one has not even hit its stride yet.

I think it’s very difficult to make any thoughtful (let alone empirically based) case for predicting that the current real estate market cycle is nearing its end.  The evidence simply isn’t there.

CIAT Comments on Terrorism Risk Insurance Program Certification Process Job Barometer Finds Real Estate Positioned to be “Employment Engine” in 2015 Camden No. 10 in “100 Best Companies to Work For” REIT.com Videos: CEO Spotlights NAREIT’s Outreach Efforts Feature Visit to the Constitution State NAREIT Economists Hold Lectures at Colleges Market Commentary: Multifamily Markets Still Have Wind at Their Back  

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

With everyday life upended by the coronavirus for the foreseeable future, the commercial real estate industry is shifting on a daily basis.

Mortgage REIT Council Meets With Obama Administration Officials 2014 Market Consultation for FTSE NAREIT U.S. Real Estate Index Series India Adopts REIT Regulations; Regulators Visit U.S. to Learn About REIT Experience NAREIT Meets with FASB on Proposed Leases Standard NAREIT Participates in PREA Conference REIT.com Video: Quick Study with NAREIT’s Brad Case NAREIT, EPRA Hold Investor Outreach Meetings Across Europe NAREIT Investor Outreach Team Holds More Than 60 Meetings in September

NAREIT Testifies in Opposition to Hawaii Bill NAREIT Speaks at China Vanke’s Mt. Everest Leadership Training Program NAREIT Introduces New Market Commentary Section on REIT.com New Global Property Measurement Standards for Offices Announced REITWise Registration Discounts Set to Expire February 27 REITs in the Community  

REITs have provided that diversification benefit because their underlying returns are driven by the real estate market cycle, which is very different from the business cycle that drives the returns of most other companies in the stock market.

Value-oriented and momentum-oriented investors look to take advantage of different opportunities: value investors look for stocks selling well below normal, while momentum investors look for stocks that have done well recently.  Both opportunities can be found today among sectors of the REIT market.