Higher interest rates and a potential recession may already be priced into REIT stocks and strong balance sheets have them positioned to weather any coming storms.
A strong start to 2022 marked by robust fundamentals and record levels of investment sales activity transitioned into a second half marked by uncertainty, leaving commercial real estate on unsteady footing heading...
Publicly-traded REIT funds from operations hit a new record at $19.6 billion in the second quarter and are now 22 percent higher than pre-COVID levels.
Total returns for the FTSE Nareit All Equity REITs index are down 20 percent year-to-date amid broader macroeconomic concerns, but REIT balance sheets and real estate fundamentals remain on solid footing.