The Market Commentary blog on reit.com presents analysis of the macro- and micro-economic fundamentals impacting the REIT and commercial real estate industry. The Nareit economics team offers their commentary on the state of the market, the outlook for commercial real estate and breaking macroeconomic news. The opinions set forth here are solely those of its author(s), and do not necessarily reflect the views of the Nareit or its membership.
REITs Climbed in November, But Face Headwinds in December
In November, the FTSE Nareit All Equity REITs Index gained back most of the ground lost in the previous month, posting a total return of 3.5%.
The Growing Role of REITs in Institutional Investor Portfolios
REITs in 2025: Finding Opportunities in a Changing Real Estate Market
Commercial Real Estate and REITs: Change Is In the Air for 2025
The Global REIT Evolution: Megatrends and 2025 Performance
Rent Growth, Momentum, and the Weight of Fundamentals
A recent Nareit commentary examined occupancy rate momentum across the four traditional property types and found that property fundamentals have generally been soft or softening across these sectors.
Largest Institutions Allocate New Capital to REITs
The recent Cornell University/Hodes Weill’s 2024 Allocations Monitor report found that in 2023, institutions were more active allocating capital to REITs, as investors looked to capitalize on discrepancies between public and private market valuations.
Actively Managed Real Estate Fund Tracker: 2024Q3
Nareit tracks quarterly investment holdings for the 26 largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.
Landings, Reunions, and Revivals: Keys to the U.S. Property and REIT Outlooks
With softening fundamentals, a lingering public-private valuation problem, and muted property transaction activity, the U.S. commercial real estate market appears to be stuck in a period of stagnation.
Occupancy Rates, Momentum, and the Weight of Property Fundamentals
In today’s economy, the pace of inflation has moderated, economic growth has remained healthy, the unemployment rate has held steady, the prospects of recession have lessened, and expectations for continued monetary policy easing have proliferated.
REITs and Broad Market Equities Declined in October
The FTSE Nareit All Equity REITs Index fell 3.6% in October, underperforming the broader stock market as the Dow Jones U.S. Total Stock Market and Russell 1000 declined 0.7%.
Norges Bank Investment Management Uses REITs as Strategic Component in Real Estate Allocation
Norges Bank Investment Management’s real estate investment strategy combines 50% REITs and 50% private real estate investments to enhance diversification, access new and emerging property sectors, and optimize cost management.