Quick Study: REITs Follow Broader Markets Down in August

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.

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Quick Study: REITs Lose Ground in April

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, discussed a down month for REITs during April.

The total returns of the FTSE NAREIT All REITs Index dipped approximately 4.7 percent in April, following a gain of 1.2 percent the month before.

“It was a difficult month for REIT investors,” Case said, although he stressed that it wasn’t a good month for investors in any asset class.

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Quick Study: REITs Trail S&P 500 in February

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, discussed a down month for REITs in relation to long-term real estate market cycles.

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.

Brad Case

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Quick Study: REIT Market Starts Year Off Right

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, highlighted a “very strong month for REIT investors” to start 2015.

The FTSE NAREIT All REITs Index climbed 5.6 percent in the first month of the year, while the S&P 500 fell 3 percent during the same period. Case noted those returns were in line with longer-term trends.

Brad Case

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Quick Study: REITs Post Above-Average Historical Returns in 2014

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, highlighted the REIT market’s outperformance of the broader stock market during 2014. He also suggested that investors pay close attention to supply conditions in 2015.

The FTSE NAREIT All REITs Index had a total return of 27.2 percent for 2014, compared to a return of 13.7 percent for the S&P 500 Index.

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Quick Study: REITs Keep Pace With Broader Market in November

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.

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Quick Study: REIT Gains in October Continue Upward Historical Trend

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, noted that REITs continued to outperform the broader stock market during October with solid gains across most property types.

“It was another very strong month,” Case said. The FTSE NAREIT All REITs Index had a total return of 8.7 percent in October. The S&P 500 Index gained 2.4 percent for the month. Looking at year-to-date data, Case pointed out that while the S&P 500 has gained about 11 percent, REIT returns are close to 23 percent.

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Quick Study: REITs Slip in September Amid Broad Market Downturn

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, offered an analysis of REIT market developments in September.

The total return on the FTSE NAREIT All REITs Index decreased 5.6 percent, but Case stressed that September was “a difficult month for all investors…there was no place to hide last month in investing.”

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Quick Study: REITs Gain in August as Investors Grow Comfortable with Fundamentals

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, offered an analysis of REIT market gains in August.

The total return on the FTSE NAREIT All REITs Index increased 3.4 percent for the month, slightly below the 4.0 percent gain in the S&P 500 Index during the same period. As of the end of August, the FTSE NAREIT All REITs Index was up 19.8 percent, compared to a 9.9 percent gain for the broader market.

“REITs are strongly outperforming… real estate investors have really been rewarded,” Case said.

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