Market Analysis & Research

Ostrich Effect in Private Real Estate Valuations Contrasts with More Accurate REIT Pricing

pconnors@reit.com — Thu, 10 Sep 2026 17:18:24 +0000

A recent Nareit commentary noted that the public-private real estate valuation gap persists, with private appraised property values still disconnected from market realities.

Global REITs Declined in August as North America Continues to Lead

pconnors@reit.com — Thu, 03 Sep 2026 17:54:52 +0000

The FTSE EPRA Nareit Developed Plus Index fell 2.8% in August and has posted a year-to-date total return of 8.8%. North America continues to set the pace regionally with a year-to-date total return of 16.3%.

Real Estate’s “Triple D”: Valuation Divergence, Denial, and Discounts

pconnors@reit.com — Thu, 03 Sep 2026 16:56:20 +0000

Recently, the real estate valuation process has taken a journey of its own—one defined by a different “Triple D”: Divergence, Denial, and Discounts.

REITs Underperform Broader Markets in August, Continue to Lead Year-to-Date

pconnors@reit.com — Wed, 02 Sep 2026 14:34:51 +0000

The FTSE Nareit All Equity REITs Index fell 2.7% in August, while continuing to lead the broader stock market on a year-to-date basis. Broader equity markets rose on the month, with the Russell 1000 gaining 2.8% and the Dow Jones U.S. Total Stock Market rising 2.7%.

Resolution Capital Uses REITs to Enhance Client Portfolio

pconnors@reit.com — Thu, 27 Aug 2026 15:50:03 +0000

Australia’s Resolution Capital worked with a European client with an existing private diversified real estate portfolio to enhance the liquidity, efficiency, and diversification of its real estate portfolio by adopting a global listed real estate securities sleeve.

REITs Ready for Growth with Disciplined, Well-Structured Balance Sheets

pconnors@reit.com — Wed, 26 Aug 2026 14:16:00 +0000

Well-structured balance sheets have also allowed REITs to continue to operate from a position of financial strength.

Strength in REIT Operations Underpins Strong Investment Performance

pconnors@reit.com — Mon, 24 Aug 2026 13:33:05 +0000

REITs have delivered strong investment performance thus far in 2026.

Commercial Real Estate Supply-Demand Dynamics Continue to Improve

pconnors@reit.com — Wed, 12 Aug 2026 16:18:25 +0000

A recent Nareit commentary noted that fundamentals across the four traditional property types continued to show positive momentum and signs of stabilization, but occupancy rates remained mostly flat and rent growth struggled to match inflation.

Improving Property Fundamentals Key to Strength of Future Operational Gains

pconnors@reit.com — Mon, 10 Aug 2026 13:27:18 +0000

In the second quarter of 2026, CoStar data indicated that fundamentals across the four traditional property types continued to show positive momentum and signs of stabilization.

Global REITs Extend Gains in July as North America Continues to Set the Pace

pconnors@reit.com — Thu, 06 Aug 2026 18:03:39 +0000

The FTSE EPRA Nareit Developed Extended Index gained 2.8% in July, bringing its 2026 return to 11.9%, while the FTSE EPRA Nareit Developed Index returned 2.7% for the month and has gained 13.2% year-to-date.