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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.

REITsU.S. National
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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.

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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.

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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.

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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.

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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.

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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.

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