Nareit research.

REITsCapital MarketsU.S. NationalGlobal

REITWatch January 2026 (Data as of December 31, 2025)

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.

Posted 10 days ago·Published 6 months agoRead

REITsCapital MarketsEconomyU.S. NationalGlobal

2026 REIT Outlook: Trends and Strategies

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.

Posted 10 days ago·Published 6 months agoRead

Institutional Investors Embrace REITs to Drive Performance, Innovation

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.

Posted 7 days ago·Published 6 months agoRead

Commercial Real Estate and REITs: Dual Divergences Set Stage for REIT Rebound in 2026

Examines the public-private valuation gap and the REIT-vs-equity multiple divergence, arguing both set the stage for REIT outperformance in 2026.

Posted 7 days ago·Published 6 months agoRead

REITsCapital MarketsEconomyU.S. National

Mid-Year Update: REITs Positioned to Weather Volatility, Pursue Growth

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.

Posted 10 days ago·Published 0 years agoRead

Posted 7 days ago·Published 1 year agoRead

Health Care REITs' Defensive Attributes Keep Sector in Favor in 2025

Nareit analyst roundtable on health care REITs: stable outpatient supply/demand, defensive attributes and the absence of speculative MOB development, with sell-side perspectives.

HealthcareU.S. National

Posted 7 days ago·Published 1 year agoRead

Net Lease REITs Poised for Continued Growth

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.

Net LeaseU.S. National

REITsCapital MarketsEconomyU.S. National

Finding Opportunities: REIT Market Outlook for 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.

Posted 10 days ago·Published 1 year agoRead

Posted 7 days ago·Published 1 year agoRead

The Global REIT Evolution: Megatrends and 2025 Performance

Analysis of worldwide REIT trends across the FTSE EPRA Nareit Global Real Estate Index (497 constituents, 38 countries) spanning North America, Europe, and Asia.

REITsGlobal

Posted today·Published 2 years agoRead

2024 Global REIT Approach to Real Estate Investing

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.

REITsU.S. NationalGlobal

Capital MarketsREITsU.S. National

Estimating the Size of the Commercial Real Estate Market in the U.S.

Nareit updates its estimate of total U.S. commercial real estate market value at $20.7 trillion as of Q2 2021, including updated REIT market share analysis.

Posted today·Published 5 years agoRead

2021 Midyear Outlook for REITs and Commercial Real Estate

Nareit's midyear outlook analyzes REIT performance and commercial real estate recovery trends, noting Q1 FFO growth deceleration across diverse property types.

Posted today·Published 5 years agoRead

EconomyREITsU.S. National

The Economy at a Turning Point: REITs and Commercial Real Estate Outlook at Mid-Year 2020

Nareit economist Calvin Schnure provides mid-year 2020 analysis of economic recovery signals in labor markets, consumer spending, and business activity, alongside risks and opportunities for REITs and commercial real estate.

Posted today·Published 6 years agoRead

REITwise: 2021 Law, Accounting & Finance Conference

REITwise: 2021 Law, Accounting & Finance Conference <span lang about="https://www.reit.com/user/1" typeof="schema:Person"…

Posted 10 days ago·Published 8 years agoRead

Management Support Critical to Sustainability, Executive Says

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REITsCapital MarketsIndustrial & LogisticsU.S. National

Interest Rate Environment Favors Hotel, Apartment, Industrial Sectors, Fund Manager says

Resource Real Estate's Scott Crowe says economic shift a game changer for REIT investors.

EPA's Energy Star Program Looks to Next Phase in Sustainability

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REITsCapital MarketsDebt & FinancingU.S. National

Despite Rising Rates, REITs Took on More Debt in 2013

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RetailIndustrial & LogisticsMultifamilyU.S. National

Commercial Property Update: Q4 2019

Nareit's quarterly review of commercial property market conditions, covering vacancy, rent growth, and sector-specific performance across retail, industrial, and multifamily markets.

REITsEconomyU.S. National

REITs and Real Estate Outlook for 2018

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.

Economic Fundamentals for Office Properties and Shifts in REIT Portfolios from 2007-2017

Nareit research examines how office REITs reallocated holdings toward secondary cities since 2012 to capitalize on population and employment growth dynamics.

Past Real Estate Construction Cycles and REIT Outlook

Analysis of historical commercial real estate construction cycles and their effects on REIT performance through rents, vacancy rates, and valuations.

Middle of a Long Cycle for REITs and Real Estate

Nareit economist examines whether the commercial real estate market that began in 2009 is nearing maturity, countering analyst views on price leveling and construction trends.

REITs: Real Estate With a Return Premium

Nareit analysis comparing publicly traded equity REIT performance against private equity core, value-added, and opportunistic real estate funds across a full real estate cycle.

REITsSustainabilityU.S. National

REIT Industry Sustainability Report 2025

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 Compensation Survey Report

Nareit's annual survey compiling compensation data and metrics reported by top REITs by market capitalization, tracking industry trends and practices.

REITsSustainabilityU.S. National

REIT Industry Sustainability Report

Nareit compiles annual sustainability and social responsibility metrics reported by the top 100 REITs by market capitalization, tracking emerging trends and new data points.

SustainabilityU.S. National

REIT Industry Sustainability Report 2024

Sixth annual report on the top 100 equity REITs: 94% report GHG emissions and 78% report on-site clean-energy generation, with REITs developing decarbonization pathways.

Posted 7 days agoRead

2022 REIT Outlook: 2021 in Review and What's Ahead for 2022

Nareit's research team analyzes 2021 REIT performance and provides perspectives on cyclical versus structural market changes expected over the next 12–18 months.

REIT Industry Tracker 2026 Q1 Results

Nareit's quarterly tracker of REIT performance, holdings, and capital market activity across the listed real estate investment trust sector.

Posted 1 day agoRead

REIT Industry Tracker 2026 Q1

Nareit's quarterly REIT industry performance data tracker covering financial metrics and sector composition.

Posted 1 day agoRead

REITsSustainabilityU.S. National

Economic Contribution of REITs in the United States

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.

2023 Mid-year REIT Performance Report

Nareit mid-year analysis examining REIT performance and commercial real estate outlook amid persistent inflation and central bank policy impacts.

Fall 2020 Economic Outlook for REITs and Commercial Real Estate

Analysis of how COVID-19 pandemic structural changes may reshape commercial real estate usage and economic activity across property types.

EconomyREITsU.S. National

2020 Outlook for the Economy, Real Estate and REITs

Nareit analysis of economic and real estate indicators projecting continued growth and improving REIT earnings across GDP, labor, housing, and commercial real estate sectors.