Nareit

Nareit collects case studies to show the innovative ways institutional investors are using REITs with private real estate. View how eight influential organizations are using REITs to access different sectors, geographies, or leverage tactical opportunities: https://lnkd.in/exDgYBjx Thanks for the collaboration and insights from: Mie Caroline Holstad; Norges Bank Investment Management; FTSE Russell, An LSEG Business; EPRA (European Public Real Estate Association); PGIM Real Estate; Scott Crowe; CenterSquare Investment Management; Brendan Cooper, Jared Morris, Elliott Fry, CFA, Sam Givray, Teacher Retirement System of Texas; Annie Xiao, Employees Retirement System of Texas; Lisa Kaufman, LaSalle Investment Management; David Stafford, City of Austin Employees Retirement System; and the National Pension System of Korea.

Sharpe ratios are useful for measuring risk-adjusted returns, but Nicole Funari explains why they're not as useful when considering REIT sector allocations. If you want to adjust for risk, diversifying is best, she explains; in terms of volatility, the FTSE Nareit All Equity REITs index had a monthly volatility of 17.7% from Dec. 2014 to Dec. 2024, lower than any individual property sector. https://lnkd.in/ewh2F3Yh

This weekend we're taking you inside the world of public non-listed REITs with Allan Swaringen, who talks about their benefits, the property sectors where he sees challenges and opportunities, the accretive growth opportunity in private real estate credit allocation, and more. https://lnkd.in/eYAnYwq8 JLL Income Property Trust

David Sullivan says it all in his new piece: "REITs deliver diversified, scalable, and innovative real estate investments. Their ability to bridge valuation cycles, respond to emerging trends, and optimize portfolios ensures their enduring relevance in a dynamic landscape." https://lnkd.in/ej6QJsdC Thanks at National Conference on Public Employee Retirement Systems and Lizzy Lees for helping highlight the powerful role that #REITs play in public #pensions.

The application deadline for the Global Real Estate Leaders Program is 3/1, and this year former NBIM CIO Mie Caroline Holstad will be a new lecturer. Mie Holstad's exclusive session for global real estate leaders will be on 4/10 in London and will also feature Ivo de Wit from Goldman Sachs and Piet Eichholtz from Maastricht Center for Real Estate and the founder of GRESB. This session is just one of many in the program, and Nareit is proud to partner with MIT Center for Real Estate and Maastricht Center for Real Estate (MCRE) to bring this executive education program to #REIT and #CRE professionals who want to create a global network while learning from experts about REIT operations, investment opportunites, and more. Tag or share this post with someone who is a candidate for this program. Nareit members get 20% off tuition and applicants can apply here: https://lnkd.in/eVFBxF2F Juan Francisco Palacios

Nicole Funari offers a deep dive into #CRE ownership, showing real estate holdings across net income, net worth, and race--and how #REITs are bridging the gap; more households access CRE through REITs rather than directly owning it. If you love data, this piece is for you, as it's chock full of great charts and analysis. https://lnkd.in/dYR78S8r

We're taking you from the US to AU to EU in this 14 min podcast about what Citi's global real estate team expects from #REITs in each region, including what sectors offer opportunities, what sectors may be affected by tariffs, and why they expect 10%-15% total REIT returns in the US. https://lnkd.in/dnSJUs-N Thanks Nick Joseph, Aaron Guy, and Howard Penny for your insights. Always great talking with each of you.

At #REITwise 2025: Law, Accounting & Finance Conference, #CRE professionals will get insights into the trends and topics affecting #REITs.  Increase your knowledge about #accounting, #finance, #tax, and #legal developments for REITs while earning up to 20 CPE and 18 CLE credits. Attendees will learn about everything from FASB and SEC developments to M&A activity and the state of capital markets. Check out the agenda ➡️ https://lnkd.in/ezUMQWYW  

The idea of higher for longer interest rates may be causing concern for CRE investors, but Edward Pierzak shows that historically, #REITs have outperformed private real estate across low, mid, and high interest rate environments. Just one more reason why it's important to have public and private real estate in real estate portfolios. https://lnkd.in/euPtsQn9

REITs are in 42 countries and regions, including Brazil. Hedge Investments gave us an inside look at it's first actively managed REIT, HGBS, which is the first Brazilian REIT to be part of the FTSE EPRA Nareit Global REIT Index. Read more to learn about its investor base, the sectors dominating the market, and what they future may hold for HGBS. https://lnkd.in/djXEjQDN Thanks--or obrigado--to Hedge Investments Risk Manager Nicolas Correa and COO Ricardo Freitas for sharing their insights and to Nelson Melhado Neto, CFA, Beatriz Zimerman, Tais Santana, and Pedro Duque Estrada Cendón for amplifying them. Finally, thanks to Clay D. Risher for capturing this story. EPRA (European Public Real Estate Association) FTSE Russell, An LSEG Business