REITs Fall in September

REITs lost ground in September, as a combination of concerns about interest rate movements, property valuations and new supply appeared to weigh on investors.

The total return of the FTSE/NAREIT All REIT Index dropped 1.4 percent in September, while the S&P 500 index added 0.02 percent.

For the year through Sept. 30, the total return of the FTSE/NAREIT All REIT Index was 12.6 percent, while the S&P 500 posted a total return of 7.8 percent. The yield on the 10-year Treasury note dropped 0.7 percent in the first nine months of 2016.

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REITs Fall 3.5 Percent in January

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, said that despite a difficult month for all investors in January, REIT investors fared relatively well.

The total returns of the FTSE/NAREIT All REIT Index fell 3.5 percent in January. In the broader market, however, large cap stocks lost 5.0 percent, small cap value stocks lost 6.7 percent, and small cap growth stocks lost nearly 11 percent, Case observed.

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REITs Fall 3.5 Percent in January

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, said that despite a difficult month for all investors in January, REIT investors fared relatively well.

The total returns of the FTSE/NAREIT All REIT Index fell 3.5 percent in January. In the broader market, however, large cap stocks lost 5.0 percent, small cap value stocks lost 6.7 percent, and small cap growth stocks lost nearly 11 percent, Case observed.

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REITs Fall Back in February

After a solid start to the year in January, REITs lost ground in February as gains in the 10-year Treasury note prompted short-term capital flows out of the market.

Analysts stress, however, that positive fundamentals remain in place for the industry going forward.

The total returns of the FTSE NAREIT All REITs Index dipped approximately 2.6 percent in February, while the S&P 500 gained more than 5.8 percent for the month. For the year, the REIT market is up 2.9 percent, whereas the S&P 500 is up 2.6 percent.

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