Market Analysis & Research

DigitalBridge has worked with SWF since 2016 on an actively managed, research-driven strategy.

The FTSE Nareit All Equity REITs Index declined 1.1% in a volatile July, falling in six of the final seven trading sessions.

PREA Quarterly article highlights approach taken by MN and Bouwinvest.

U.S. REITs raised $22.5 billion from secondary debt and equity offerings in the second quarter of 2025.

The FTSE EPRA Nareit Developed Extended Index rose 1.2% in June.

Global listed real estate has slightly outperformed global equities year-to-date.

With the commercial real estate (CRE) market characterized by softening fundamentals, a lingering public-private real estate valuation problem, and higher interest rates, property transaction activities have remained stifled.

REIT balance sheet strength, driven by low leverage and fixed-rate debt, offers resilience and flexibility amid market volatility and rising rates.

Despite elevated economic uncertainty and financial market volatility, REIT operational performance has maintained resilience.

Nearly 2,500 people came together over the course of REITweek 2025 to discuss REITs and REIT-based real estate investments.

Actively managed generalist funds tend to be underweight in real estate and REITs.