Market Commentary 2024 Morningstar Analysis Shows the Optimal Allocation to REITs over Lifestages A 2024 Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges from 4.2% to 20.0% across a range of lifestages. 05/16/2024 Image
Market Commentary Taking Action When Opportunity Knocks: Tactical REIT Investment by Teacher Retirement System of Texas The Strategic Property REIT Execution and Delivery (SPREAD) team at Teacher Retirement System of Texas (TRS) recognized the opportunity in the current divergence and seized it with a $400 million commitment for a tactical investment in U.S. public equity REITs. The investment yielded a 17.1% internal rate of return (IRR) with $47 million in profit. 05/13/2024 Image
Market Commentary The Importance of Underrepresented Asset Classes in Defined Contribution Plans For decades, defined benefit (DB) pension plans have been using real estate successfully within their investment portfolios. 05/06/2024 Image
Market Commentary REITs and Broad Markets Fell in April as Inflation Remains Sticky and 10-Year Treasury Yield Hits Highest Level Since October The FTSE Nareit All Equity REITs Index fell 7.9% in April as the yield on the 10-Year Treasury hit its highest level since October 2023. 05/03/2024 Image
Market Commentary REITs Raised More Than $17 Billion Through Debt and Equity Offerings in 2024: Q1 U.S. REITs raised $17.6 billion from secondary debt and equity offerings in the first quarter of 2024. 05/01/2024 Image
Market Commentary Attention Real Estate Investors: REITs May Offer More for Less Retailers have long been adept at catering to consumers’ desires to get more for less. In the mid-1960s, Kmart started its Blue Light Specials. 04/30/2024 Image
Nareit Developments Navigating Market Challenges: Insights from Industry Experts: Webinar On an April 23 webinar hosted by IREI and Nareit, panelists discussed public REIT performance amid market volatility. 04/24/2024 Image
Video Insights Into Cyber Liability Trends NFP’s Kevin Smith discusses the evolving landscape of cyber liability and real estate. 04/16/2024 Image
Market Commentary No Fed Cuts, Still No Problem: Disciplined Balance Sheets Insulate REITs From Higher Rates At the start of the year, economists and financial markets anticipated that the Federal Open Market Committee (FOMC) would embark on a series of target fed fund rate cuts in 2024. 04/15/2024 Image
Market Commentary Global Real Estate Rose in March The FTSE EPRA Nareit Developed Extended Index rose 3.2% in March, narrowly outperforming global equities as the FTSE Global All Cap rose 3.1%. 04/12/2024 Image
Market Commentary A Cut Above: U.S. Public Equity REIT Occupancy Rates Today’s property market is generally marked by supply-demand imbalances, yet not all segments of the commercial real estate market have exhibited the same levels of operational performance. 04/10/2024 Image
Market Commentary Closing Public-Private Real Estate Cap Rate Spreads and REIT Outperformance Commercial property performance and valuation metrics diverge from time to time. 04/08/2024 Image