John Barwick

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%.

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%.

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.

Gaming REITs Post Steady Improvement in FFO, NOI

pconnors@reit.com — Wed, 05 Aug 2026 15:25:25 +0000

Gaming REITs focus on acquiring real estate dedicated to gaming, entertainment, and experiential hospitality.

REITs Continue to Outperform Broader Markets Through July, Led by Lodging/Resorts

pconnors@reit.com — Wed, 05 Aug 2026 14:34:25 +0000

The FTSE Nareit All Equity REITs Index rose 2.4% in July, extending its year-to-date total return to 17.7%.

North American REITs Resilient Amid Middle East Turmoil

Kyle Gustafson — Thu, 30 Jul 2026 12:55:26 +0000

Financial markets have remained volatile as investors react to periods of relative peace in the Middle East, followed by episodes of outright conflict, as a permanent solution to the crisis remains elusive.

REITs Raised $20 Billion in Capital Offerings in 2026: Q2

pconnors@reit.com — Tue, 21 Jul 2026 14:48:24 +0000

REITs raised approximately $20 billion in the second quarter through secondary debt, equity, and initial public offerings.

2026 Mid-Year Update: REITs Rebound, Poised for Future Gains and Growth

Kyle Gustafson — Tue, 07 Jul 2026 15:18:12 +0000

REITs delivered strong investment performance through mid-year 2026, outperforming the broad equity market by a sizable margin. This performance reversed their 2025 trend and showed that REITs can do well in an elevated and rising interest rate environment.

North American Real Estate Continues to Outperform Through Mid-Year

pconnors@reit.com — Mon, 06 Jul 2026 17:17:13 +0000

The FTSE EPRA Nareit Developed Extended Index was flat in June, while gaining 8.9% in 2026, as the FTSE EPRA Nareit Developed Index returned 1.0% for the month and has gained 10.2% year-to-date.

REITs Outperform Broader Markets Through First Half of 2026

pconnors@reit.com — Thu, 02 Jul 2026 13:29:04 +0000

The FTSE Nareit All Equity REITs Index rose 1.5% in June, extending its year-to-date total return to 14.9%.