Year-to-Date, FTSE/NAREIT All REIT Index Up 7.1%

REIT share prices came under pressure in October with concerns of rising interest rates bearing down on the market, according to analysts. However, REIT returns continued to lead the S&P 500 through the first 10 months of the year.

The total returns of the FTSE/NAREIT All REIT Index dropped 4.9 percent in October, while the S&P 500 index lost 1.8 percent.

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REIT Bull Market Still Alive, Case Says

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, rebuffed the suggestion that REITs are nearing the end of their market cycle.

“I haven’t seen anyone make an argument that is actually well reasoned and based on empirical data” indicating that the REIT bull market is drawing to a close, Case said. He pointed out that construction activity in the United States remains below average. “A real estate market typically reaches its end when construction is significantly higher than average,” he said.

Brad Case

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REIT Industry Veteran Ralph Block Dies

Ralph Block, a leading authority on REITs and an active participant in the industry for several decades, died on Sept. 6.

Block was the author of the book “Investing in REITs,” now in its fourth edition. He also authored The Essential REIT, a newsletter dedicated to REITs and REIT investing. In addition, Block was a regular contributor to REIT magazine, and he wrote weekly blog posts on REIT investing for SNL Financial.

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