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In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, said confidence in the state of the economy and capital markets boosted the broader market, and REITs in particular, during March.
“It was the kind of month where equity investors in general did well in essentially all categories of the stock market,” Case said. “But, certainly you were better off if you were a REIT investor,” he added.
In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, pointed out that while REIT returns dropped modestly in February, the sector outperformed the broader market on a year-to-date basis.
The total returns of the FTSE/NAREIT All REIT Index fell 0.3 percent in February, while the S&P 500 Index lost 0.1 percent. For the year to March 3, the total returns of the FTSE/NAREIT All REIT Index dropped 0.1 percent, while the S&P 500 Index fell 2.1 percent.
REITs lost ground in January as global macroeconomic concerns exerted downward pressure on the sector, but they still outperformed the broader equity market.
The total returns of the FTSE/NAREIT All REIT Index fell 3.5 percent in January, while the S&P 500 Index lost 5.0 percent.
“Even though REITs were clearly impacted by everything that was going on in the broader market, they outperformed on a relative basis,” said Jeff Langbaum, senior REIT analyst at Bloomberg Intelligence.
In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, discussed the recent outperformance of the REIT sector compared with the broader stock market.
The total returns of the FTSE/NAREIT All REIT Index rose 1.9 percent in September, while the S&P 500 Index lost 2.5 percent. Year-to-date, REIT returns are down 4.5 percent, while the S&P 500 Index is down 5.3 percent.
REITs lost ground in August, as market watchers said concerns about the Chinese economy and interest rates weighed heavily across the globe.
The total returns of the FTSE/NAREIT All REIT Index fell 5.7 percent in August, while the S&P 500 Index lost 6.0 percent. The yield on the 10-year Treasury note was flat for the month.
“The baby is being thrown out with the bath water. No sector seems to be immune,” says Daniel Donlan, managing director at Ladenburg Thalmann & Co., Inc.
In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, discussed the difficult market conditions that prevailed on U.S. REITs in August.
The total returns of the FTSE NAREIT All REITs Index dipped 5.7 percent during the month, while the S&P 500 Index lost 6.0 percent.
“August was a very difficult month for investors. There really wasn’t any safe place to be invested,” Case said.
REITs started 2015 on solid ground, as continued low interest rates and promising fundamentals helped the sector outperform the broader market in January.
The FTSE NAREIT All REITs Index had a total return of 5.6 percent last month, while the return on the S&P 500 Index fell 3.0 percent.
Anthony Paolone, senior analyst at JP Morgan, noted that the broader market was impacted by jitters concerning oil prices, the dollar and Europe’s economy. Meanwhile, the yield on the 10-year Treasury note fell 0.5 percent in January.
Paul Curbo, portfolio manager at INVESCO Realty Advisors, joined REIT.com for a video interview at REITWorld 2014: NAREIT’s Annual Convention for All Things REIT at the Atlanta Marriott Marquis.
Curbo highlighted the biggest changes he has seen in the real estate sector during the last two decades.
“Real estate has become an accepted investment class. Twenty years ago, we often had to explain the merits of investing in REITs,” he said.
The benefits of REIT income, diversification and total returns have now become apparent, Curbo noted.
REITs posted modest gains during November that were in line with the broader market, although year-to-date the sector continues to outperform by a solid margin.
The total return of the FTSE NAREIT All REITs Index was 2.3 percent in November. The S&P 500 Index rose 2.7 percent in November.
As of the end of November, the FTSE NAREIT All REITs Index had gained 25.8 percent in 2014, while the S&P 500 Index was up 14 percent.
In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, reviewed market gains in November and longer-term trends in the REIT sector.
The total returns on the FTSE NAREIT All REITs Index were 2.3 percent for November. While returns on the S&P 500 Index rose 2.7 percent last month, Case noted that REITs outperformed small and mid-sized companies.
For the year through Nov. 28, the FTSE NAREIT All REITs Index was up 25.8 percent, compared with a 14 percent gain for the S&P 500 Index.
