The industry's own research.
30 reports
CEM Benchmarking's 2026 study compares REIT performance against private real estate across 12 asset classes over 26 years, examining allocations, returns, volatility, and risk-adjusted metrics in defined-benefit pension plans.
Image Gaming REITs focus on acquiring real estate dedicated to gaming, entertainment, and experiential hospitality.
Image Favorable supply and demand dynamics drive strong performance metrics for this new REIT.
Study examining the growth of REITs globally over six decades and the benefits of the REIT model for communities, economies, and investors across 40 countries and regions.
Nareit analysis of REIT performance and commercial real estate market conditions heading into 2018, noting strong GDP growth, sustained demand across property types, and rising occupancy and rents.
Nareit research quantifies the growth in REIT ownership among American households and individuals from 2001 through 2019, documenting more than a doubling of shareholders over the period.
Nareit's research team analyzes 2021 REIT performance and provides perspectives on cyclical versus structural market changes expected over the next 12–18 months.
Overview of REIT growth across 42 countries and regions representing 85% of global GDP, examining the REIT model's benefits for communities, economies, and investors.
Analysis of how COVID-19 pandemic structural changes may reshape commercial real estate usage and economic activity across property types.
Nareit's research team reviews macroeconomic conditions, REIT returns and operational performance at mid-year, including historical performance during high inflation and portfolio diversification analysis.
Nareit research estimates approximately 168 million Americans (roughly 50% of households) own REIT stocks directly or indirectly through mutual funds, ETFs, or target date funds.
Nareit analysis of rent collection trends across apartment, retail, and shopping center sectors during September 2020, noting stabilization in industrial, office, and healthcare properties.
Nareit analysis of economic and real estate indicators projecting continued growth and improving REIT earnings across GDP, labor, housing, and commercial real estate sectors.
Nareit analysis examining REIT performance and positioning as the sector navigates post-pandemic economic conditions and market uncertainties in 2023.
Nareit's quarterly review of commercial property market conditions, covering vacancy, rent growth, and sector-specific performance across retail, industrial, and multifamily markets.
Nareit mid-year analysis examining REIT performance and commercial real estate outlook amid persistent inflation and central bank policy impacts.
Nareit compiles annual sustainability and social responsibility metrics reported by the top 100 REITs by market capitalization, tracking emerging trends and new data points.
Nareit's annual survey compiling compensation data and metrics reported by top REITs by market capitalization, tracking industry trends and practices.
Nareit's annual compilation of sustainability and social responsibility metrics reported by the top 100 REITs by market capitalization, tracking evolving trends in environmental, social, and governance performance across the sector.
Nareit's annual report compiles sustainability and social responsibility metrics reported by the top 100 REITs by market capitalization, tracking evolving trends and performance indicators across the sector.
Nareit's quarterly REIT industry performance data tracker covering financial metrics and sector composition.
Nareit's quarterly tracker of REIT performance, holdings, and capital market activity across the listed real estate investment trust sector.
Examines the public-private valuation gap and the REIT-vs-equity multiple divergence, arguing both set the stage for REIT outperformance in 2026.
Survey-based piece: 88% of institutions view REIT investing as real estate investing and 89% plan to maintain or raise allocations, with sovereign-wealth and pension case studies.
Association research on net lease REITs: 2024 capital deployment (Realty Income $3.9B, W.P. Carey $1.6B, Essential Properties $1.2B, Agree $951M) and 2025 acquisition outlook amid rate/tariff uncertainty.
Analysis of worldwide REIT trends across the FTSE EPRA Nareit Global Real Estate Index (497 constituents, 38 countries) spanning North America, Europe, and Asia.
Nareit's monthly statistical publication provides a snapshot of the REIT industry, including data from the FTSE Nareit U.S. Real Estate Index Series and the FTSE EPRA Nareit Global Real Estate Index Series as of December 31, 2025.
Nareit's 2026 outlook addresses persistent public-private and REIT-versus-equity valuation divergences, arguing that past cycles suggest the coming convergences will favor REIT outperformance after a volatile 2025.
Nareit's mid-year update finds REITs maintaining disciplined balance sheets and low debt costs, positioning the sector to withstand market volatility and pursue growth through the remainder of 2025.
Nareit's 2025 REIT market outlook examines economic conditions and investment opportunities for the year ahead, including the outlook for REIT operating performance and access to capital markets.