How are REITs transforming the real estate market in 2023?

In the beginning of the year, our 2023 REIT Outlook explored how REITs have been leaders in providing access to new and emerging property sectors, global real estate, and best-in-class ESG performance—and how these attributes are driving institutional investors to increasingly use REITs to "complete" their real estate portfolios .

What is the outlook for REIT industry?

Overall positive outlook for REIT industry with decline in development activity, potential for increased transaction market activity, and well-capitalized REITs poised for growth. Key themes from REITWeek conference: improving transaction market, challenges with development projects, optimism driven by stable-to-improving fundamentals.

Are REITs a good investment?

Though REITs have not been immune to capital market uncertainty and mortgage market turmoil, they continue to have sound operations, solid balance sheets, and successful equity and unsecured debt issuances in the capital markets. Our analysis of CRE and REITs discusses the continuing divergence between REIT and private real estate valuations.