Market Analysis & Research

The FTSE Nareit All Equity REITs Index remained essentially unchanged in May, posting a narrow total return of 0.1%. Despite the flat monthly performance, REITs continue to lead on a year-to-date basis.

Nareit tracks quarterly investment holdings for the largest actively managed real estate investment funds focusing on REIT investment for insights into expert investor sentiment.

Styles change, but people can have trouble adapting to new trends. Some folks just cannot let go of their outdated hair and fashion choices from the past.

The landscape of U.S. REIT M&A over the last six years has been defined by a significant volume of high-value consolidation.

In the first quarter of 2026, CoStar data showed that fundamentals across the four traditional property types generally displayed signs of stabilization and positive momentum.

Recent data from CoStar showcase the supply and demand differences across property types.

The FTSE EPRA Nareit Developed Extended Index and the FTSE EPRA Nareit Developed Index each returned 8.6% in April, as markets recovered from the volatility attributed to the conflict in the Middle East.

Nareit, EPRA, and FTSE Russell conducted an outreach trip across Asia in April, engaging top global investors on REIT performance, portfolio strategy, and the evolving role of listed real estate.

The FTSE Nareit All Equity REITs Index rose 9.0% in April, in a month of strong returns across the FTSE Nareit U.S. Real Estate Index Series.

A recent Nareit commentary explored average annual net total returns for REITs and total private real estate, as well as private real estate investment styles, using realized pension fund performance from CEM Benchmarking.