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.
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Do Homeowners Need REIT Investments?
Analysis shows REIT long-term returns outpaced home ownership returns, even accounting for the imputed value of rent.
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E-Commerce Share of Retail Sales Continues to Decline
Total retail sales fell 1.1% in July, a larger-than-expected decline that signals some important shifts in the underlying landscape for retail sales.
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REITs Edged Lower Last Week
Broader markets rose, with a 0.6% return on the Russell 1000 and a 0.8% return on the S&P 500.
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REIT Stocks Rose for the Fifth Straight Week
This is the longest winning streak since the six consecutive weekly gains from March 26 through April 3.
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Diversity and Inclusion Tops the List of Topics Investors Asked Equity REITs in 2020
Among survey respondents more than 62% of REITs by equity market capitalization indicated that they experienced an increase in ESG reporting requests from investors between 2019 and 2020.
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Fed Senior Loan Officer Survey: Banks See Improvements in Commercial Real Estate
The Federal Reserve’s Senior Loan Officer Survey for August 2021 indicates that conditions in commercial real estate markets are improving.
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REITs Edged Slightly Higher Last Week
REITs had a small positive total return last week with a gain of 0.1% on the FTSE Nareit All Equity REITs Index.
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Real GDP Exceeds Pre-pandemic High; Details of the Report Are Favorable for Commercial Real Estate
Real GDP rose at a 6.5% annual rate in the second quarter of 2021, and the details of the GDP report have several positive implications for the outlook for commercial real estate markets and REITs.
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REITs Rose Again Last Week
REIT share prices rose for the third straight week, with the FTSE Nareit All Equity REITs Index posting a total return of 0.3%.
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The Commercial Real Estate Recovery Gained Momentum in 2021:Q2
The recovery in commercial real estate markets is proceeding unevenly across the various property types through the second quarter of 2021
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REIT Share Prices Little Changed Last Week
REIT share prices were little changed in the week ended July 16, with a total return of 0.5% on the FTSE Nareit All Equity REITs Index.
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New Research Shows REITs Outperform Private Equity Real Estate Funds
New research shows REITs win a majority of head-to-head comparisons between domestic and international private equity real estate funds and REITs.