Market Analysis & Research

In 2025, U.S. listed REITs distributed approximately $71 billion in dividends, as reflected in Nareit’s REIT Industry Tracker.

Institutional investors are increasingly implementing portfolio completion strategies, which use REITs to “complete” their portfolios, ensuring they reflect the current real estate universe.

During the last 30 years, REIT market capitalization has seen steady growth, with only a small dip during the global financial crisis.

The global active manager tracker follows the quarterly investment holdings by the 25 largest actively managed funds invested globally.

An occupancy rate highlights property market fundamentals; it is a measure of the interaction of supply and demand. In the first quarter of 2026, Nareit’s REIT Industry Tracker broadened its coverage of occupancy rates from four to 10 property sectors.

The FTSE EPRA Nareit Developed Extended Index posted a total return of 9.3% year-to-date through June 10, while the FTSE EPRA Nareit Developed Index returned 9.4% over the same period.

Assessing the state of today’s U.S. economy can be confusing.

Nareit’s REITweek: 2026 Investor Conference brought more than 2,300 members of the REIT community to New York City on June 1-4, including representatives from more than 1,600 companies and organizations across the listed real estate and investment industries.

Bloomberg Intelligence analysts and Nareit’s John Worth examined how AI, demographic shifts, and evolving M&A activity are creating new opportunities and challenges across global REIT markets.

A recent Nareit commentary highlighted that private real estate appraisers and portfolio managers seem to be valuing property like it’s 2021.