REITs in the United States saw an annual total return of **** percent in 2023, according to the FTSE Nareit All Equity REITs index. Nevertheless, in 2022, the index had a negative total return of ** percent. Performance improved for all property types, except for diversified, free standing retail, and infrastructure. FTSE Nareit All Equity REITs index is a free-float adjusted, market capitalization-weighted index of equity REITs in the U.S. In 2023, the index included were 140 constituents, with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property. The number of REITs has remained fairly constant in recent years, but the market cap of the REITs sector has increased notably.

In 2023, real estate investment trusts (REITs) underperformed compared to other U.S. benchmarks such as S&P 500 and Nasdaq Composite. The 1-year total return of the FTSE Nareit All Equity REITs index, an index designed to track the performance of the equity REITs market, amounted to ***** percent. The Nasdaq Composite, which was the index with the best performance, had a **** times higher total return during the same period. On the longer run, REITs performed better. Over a 25-year period, the Nareit All Equity REITs index had a compound annual total return of **** percent - higher than any other benchmark.

In December 2023, the annual returns of properties owned by listed Japanese real estate investment trusts (J-REITs) stood at **** percent. The figure decreased from **** percent in December of the previous year.

According to Cognitive Market Research, the Global Real Estate Investment Trusts (REIT) market size was USD XX million in 2024. It will expand at a compound annual growth rate (CAGR) of 5.00% from 2024 to 2031.

North America held the major market share for more than 40% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 3.2% from 2024 to 2031.
Europe accounted for a market share of over 30% of the global revenue with a market size of USD XX million.
Asia Pacific held a market share of around 23% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 7.0% from 2024 to 2031.
Latin America had a market share of more than 5% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 4.4% from 2024 to 2031.
Middle East and Africa had a market share of around 2% of the global revenue and was estimated at a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 4.7% from 2024 to 2031.
The industrial segment is the fastest-growing application in the REITs market, largely due to the rapid expansion of e-commerce and the demand for distribution centers and warehouses

Market Dynamics of Real Estate Investment Trusts (REIT) Market

Key Drivers for Real Estate Investment Trusts Reits Market

Growing Demand for Stable Income-Generating Assets to Boost Market Growth

The demand for stable income-generating assets is one of the key drivers of the Real Estate Investment Trusts (REITs) market. Investors increasingly seek predictable cash flows, especially in uncertain economic climates. REITs provide access to a diversified portfolio of income-producing properties, such as office buildings, shopping centers, and residential complexes, offering consistent dividends. This appeal is particularly strong among income-focused investors like retirees or those seeking to reduce risk. Additionally, REITs allow smaller investors to gain exposure to large-scale real estate investments without the need for substantial capital, further fueling market growth. For instance, in November 2023, 1031 Crowdfunding launched the Covenant Senior Housing REIT, Inc., which aims to create new ways for senior living investors to grow their holdings. The newly formed REIT stands as its own company, and 1031 is the REIT’s sponsor. With the launch, 1031 Crowdfunding focused on “exchange-type vehicles” and working with investors interested in “non-correlating assets who want to invest in senior housing”

Rise in Investor Interest for Diversification and Liquidity to Drive Market Growth

The growing desire for diversification and liquidity among investors has contributed to the expansion of the REITs market. Unlike direct property ownership, REITs provide liquidity as they can be traded on major stock exchanges, offering an attractive alternative for those looking for easier access to real estate investments without the complexities of managing properties. This liquidity makes REITs a highly attractive investment vehicle, especially in volatile markets. Furthermore, REITs enable investors to diversify their portfolios across different types of real estate assets, helping to mitigate risks and enhance returns in a well-balanced investment strategy.

Key Restraint for the Real Estate Investment Trusts Reits Market

Impact of Fluctuating Interest Rates to Hamper Market Growth

Fluctuating interest rates represent a significant restraint for the REITs market. When interest rates rise, the cost of borrowing increases, making it more expensive for REITs to finance property acquisitions or development projects. This can limit growth opportunities and reduce profitability. Additionally, higher interest rates tend to make fixed-income investments more attractive relative to REITs, which may cause a shift in investor preferences. The sensitivity of REITs to interest rate changes can lead to price volatility, which could deter some investors from entering or staying in the market, particularly those seeking stable returns.

Key Trends for Real Estate Investment Trusts Reits Market

The Rise of Thematic and Sector-Specific REITs to Draw Targeted Investments

A notable trend within the REITs ma...

Real estate investment trusts (REITs) are attractive investment vehicles, as they are exempt from corporate tax. A reduction in REIT requirements and restrictions has encouraged new entrants, although many were hit hard by the retail crash during the COVID-19 outbreak. Revenue is expected to grow at a compound annual rate of 0.4% over the five years through 2024-25 to £8.5 billion including estimated growth of 11.8% in 2024-25, while the average profit is expected to be 19.3%. As many REITs own some form of retail and office property, lockdowns and social distancing measures during the pandemic meant the REIT industry lost revenue. Many REITs were forced to sell assets to stay afloat, threatening a spiral in retail property value, with shopping centre giant Intu Properties collapsing into administration. While many REITs with exposure to warehouses performed well in the aftermath of the COVID-19 outbreak amid the e-commerce boom, the industry contended with significant headwinds like rising interest rates and rock-bottom confidence in 2022-23, hurting asset valuations and stifling investment activity. Macroeconomic conditions improved somewhat in 2023-24, with both business and consumer confidence picking up thanks to more optimistic growth prospects and stabilising interest, supporting rental income. However, the higher base rate environment has posed financing challenges, resulting in REITs finding alternative sources of finances like share placements to capitalise on low property values. In 2024-25, REITs have welcomed interest rate cuts, easing financing pressures and lifting asset values. This will support balance sheets, driving investment activity and revenue growth. REIT revenue is forecast to grow at a compound annual rate of 5.6% over the five years through 2029-30 to £11.2 billion. The hike in corporation tax in April 2023 has resulted in investors looking towards REITs due to their tax advantages, positioning REITs for significant investment in the coming years and driving revenue growth. REITs will welcome solid government support in the form of regulatory changes aiming at making the industry more competitive. Technological innovation will also shape the industry. Most notably, proptech solutions are being introduced, which improve property management and operating efficiency, supporting profit.

According to Cognitive Market Research, the global Real Estate Investment Trust market size was USD xx million in 2024. It will expand at a compound annual growth rate (CAGR) of 3.60% from 2024 to 2031.

North America held the major market share for more than 40% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 1.8% from 2024 to 2031.
Europe accounted for a market share of over 30% of the global revenue with a market size of USD XX million.
Asia Pacific held a market share of around 23% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.6% from 2024 to 2031.
Latin America had a market share of more than 5% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 3.0% from 2024 to 2031.
Middle East and Africa had a market share of around 2% of the global revenue and was estimated at a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 3.3% from 2024 to 2031.
The Equity REITs is the fastest growing segment of the Real Estate Investment Trust industry

Market Dynamics of Real Estate Investment Trust Market

Key Drivers for Real Estate Investment Trust Market

Increasing Stable Income Generation to Boost Market Growth: Real Estate Investment Trusts (REITs) are acknowledged for their solid earnings era, making them attractive to investors searching out regular coins to go with the flow. They derive profits frequently from rental bills on properties inclusive of industrial homes, flats, purchasing facilities, and more. REITs are required, with the aid of regulation, to distribute a minimum of 90% of their taxable income to shareholders as dividends, ensuring a dependable move of income. This regular dividend payout makes REITs mainly attractive to earnings-focused buyers, which includes retirees or those searching out passive profits, while additionally imparting potential for capital appreciation over time.

Increasing Demand for Real Estate to Drive Market Growth: The increasing demand for actual property is fueled by way of international population increase, urbanization, and monetary development. As more humans circulate to towns and economies make bigger, the want for residential, industrial, and business residences rises. This growing demand leads to higher property values and rental earnings, reaping rewards for Real Estate Investment Trusts (REITs). With an assorted portfolio across sectors like retail, office areas, and housing, REITs are nicely positioned to capitalize on those trends. As asset expenses and condominium quotes grow, REITs can generate better returns for traders via both capital appreciation and consistent dividend payouts.

Key Restraints for Real Estate Investment Trust Market

Interest Rate Sensitivity, will Limit Market Growth: REITs are rather touchy to interest rate fluctuations due to their reliance on borrowed capital for property acquisitions and development. When hobby quotes upward push, borrowing prices grow, lowering REITs' profitability. Higher hobby prices can also make alternative profits-producing investments, like bonds, extra attractive, probably mainly to lower the call for REIT shares. Additionally, growing costs may suppress property values, in addition to impacting REIT's overall performance. Conversely, while interest charges are low, REITs gain from cheaper borrowing charges and greater favorable situations for property investments, improving their capability to generate returns and keep robust dividend payouts for traders.

Key Trends for Real Estate Investment Trust Market

Expansion of Alternative Property Sectors: The REIT market is experiencing significant growth in alternative property sectors beyond the conventional offices and retail spaces. Specialized areas such as data centers, cell towers, healthcare facilities, and self-storage units are attracting investor interest due to their resilience and substantial demand. The surge in e-commerce has enhanced the performance of industrial and logistics REITs, while the aging population is propelling growth in senior housing and medical properties. Even niche sectors like farmland, timberlands, and infrastructure REITs are on the rise as investors pursue diversification. These alternative assets frequently offer high...

Graph and download economic data for Mortgage Real Estate Investment Trusts; Agency- and GSE-Backed Securities; Asset, Transactions (BOGZ1FA643061773A) from 1946 to 2024 about REIT, agency, mortgage, transactions, securities, assets, and USA.

Firms in the Real Estate Investment Trusts industry manage publicly listed trusts, focusing largely on commercial property. These trusts typically trade as stapled securities listed on the ASX. Real Estate Investment Trusts (REITs) in the industry purchase and manage retail, office, industrial and other types of property. REITs generate rental income by leasing properties to businesses and investment income through developing or selling properties. Rental income generated by REITs is relatively stable, while investment income can fluctuate significantly every year. Despite volatile operating conditions in recent years, industry firms have benefited from growth in the number of businesses and low borrowing costs over the two years through 2021-22, enabling many industry REITs to expand their property portfolios. Nonetheless, aggressive cash rate hikes, particularly during 2022-23, impacted the industry's performance by increasing borrowing costs and constraining expansion efforts. Industry-wide revenue has been growing at an annualised 0.9% over the past five years and is expected to total $20.9 billion in 2024-25, when revenue will rise by an estimated 1.7%. The industry has faced volatile trading conditions in recent years, with the COVID-19 pandemic creating significant demand disruptions in key product segments, including retail and office property markets. Industry enterprises have inched downwards in recent years due to acquisition activity among some of the industry's larger firms. Nonetheless, several new REITs have been listed on the ASX over the past few years, supporting growth in industry establishments. REITs are set to benefit from rising demand for commercial property over the coming years. Economic conditions will stabilise, with demand for retail and office property poised to climb. Some industrial companies are set to reshore manufacturing activities or retain more inventory to ensure the reliability of supply chains. This trend will boost demand for industrial property. Rising demand across key property segments will enable REITs to implement rent increases, supporting revenue growth and industry profitability over the period. Overall, industry revenue is forecast to grow at an annualised 3.8% over the five years through 2029-30 to total $25.2 billion.

Graph and download economic data for Mortgage Real Estate Investment Trusts; Undistributed Corporate Profits; Net Saving, Transactions (BOGZ1FA646006403A) from 1946 to 2024 about undistributive, REIT, corporate profits, savings, transactions, Net, corporate, and USA.

Real Estate Investment Trusts (REITs) are companies which are listed on the stock market and facilitate direct real estate investment. REITs usually distribute at least ** percent of its taxable income to shareholders and in return pay no corporate tax. Not all public real estate investment companies are located in countries with REIT legislation and not all choose to opt for REIT status. These companies are referred to as non-REITs.
Between 2010 and 2019, the FTSE EPRA Nareit Developed Europe REIT and non-REIT index total annual return fluctuated, with 2019 scoring the highest annual return at **** percent for REITs and **** percent for non-REITS. The year with the lowest annual return for REITs was 2018 at *** percent. In the same year, non-REITs saw a return of *** percent.

Diluted-Average-Shares Time Series for One REIT Inc. One REIT has Mizuho REIT Management Co., Ltd. (hereinafter referred to as the "Asset Management Company"), which is a member of the Mizuho Financial Group, as its asset management company, and sets middle-sized office buildings as its focal investment target while incorporating other office buildings, etc., aiming to construct a portfolio that both ensures stable income in the medium to long term and exhibits growth potential. Furthermore, One REIT strives for further growth with the aim of maximizing unitholder value under the basic policies of "continuous growth of distributions" and "disciplined external growth while considering the portfolio and financial structure," alongside obtaining various support in terms of property acquisition, management, and financial aspects from our sponsor, Mizuho Trust & Banking Co., Ltd., which has an abundant track record in the Japanese real estate market. One REIT was incorporated, pursuant to the Act on Investment Trusts and Investment Corporations (hereinafter the "Investment Trust Act"), on June 25, 2013, with the Asset Management Company as the organizer and listed on the J-REIT section of the Tokyo Stock Exchange (securities code: 3290) on October 9, 2013. With public offerings, etc. that have followed, the total number of investment units issued and outstanding as of the end of the period under review stands at 268,468.

This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

Apple Hospitality REIT: Return on Investment? (APLE)

Financial data:

• Historical daily stock prices (open, high, low, close, volume)

• Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

• Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

Machine learning features:

• Feature engineering based on financial data and technical indicators

• Sentiment analysis data from social media and news articles

• Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

Potential Applications:

• Stock price prediction

• Portfolio optimization

• Algorithmic trading

• Market sentiment analysis

• Risk management

Use Cases:

• Researchers investigating the effectiveness of machine learning in stock market prediction

• Analysts developing quantitative trading Buy/Sell strategies

• Individuals interested in building their own stock market prediction models

• Students learning about machine learning and financial applications

Additional Notes:

• The dataset may include different levels of granularity (e.g., daily, hourly)

• Data cleaning and preprocessing are essential before model training

• Regular updates are recommended to maintain the accuracy and relevance of the data

In December 2023, the monthly total return index of properties owned by listed Japanese real estate investment trusts (J-REITs) stood at ******* points. The total index return is based on weighted average income returns and capital returns.

Diluted-Average-Shares Time Series for Sabra Healthcare REIT Inc. As of June 30, 2025, Sabra's investment portfolio included 359 real estate properties held for investment (consisting of (i) 219 skilled nursing/transitional care facilities, (ii) 36 senior housing communities ("senior housing - leased"), (iii) 73 senior housing communities operated by third-party property managers pursuant to property management agreements ("senior housing - managed"), (iv) 16 behavioral health facilities and (v) 15 specialty hospitals and other facilities), 13 investments in loans receivable (consisting of three mortgage loans and 10 other loans), four preferred equity investments and two investments in unconsolidated joint ventures. As of June 30, 2025, Sabra's real estate properties held for investment included 36,553 beds/units, spread across the United States and Canada.

The infrastructure real estate investment trust (REIT) Prologis was the largest U.S. REIT as of November 2024, with a market cap of almost *** billion U.S. dollars. In 2024, the price to funds from operation (P/FFO) ratio of Prologis was estimated at *****, with 2025 witnessing a slight decline to *****. The REITs sector has grown substantially, with the market cap reaching a record high in 2021. After a difficult year of negative returns in 2022, the year-to-date total returns for all property segments returned to positive grounds in 2023.

Graph and download economic data for Real Estate Investment Trusts; Vacant Land, Transactions (BOGZ1FU645010103A) from 1946 to 2024 about REIT, land, vacancy, transactions, and USA.

Graph and download economic data for Real Estate Investment Trusts; Total Financial Assets, Transactions (BOGZ1FA644090005A) from 1946 to 2022 about REIT, transactions, assets, and USA.

Graph and download economic data for Real Estate Investment Trusts; Net Physical Investment, Level (DISCONTINUED)" (BOGZ1FL645061005A) from 1945 to 2023 about REIT, investment, Net, and USA.

Graph and download economic data for Mortgage Real Estate Investment Trusts; Undistributed Corporate Profits; Net Saving, Transactions (BOGZ1FA646006403Q) from Q4 1946 to Q2 2025 about undistributive, REIT, corporate profits, savings, transactions, Net, corporate, and USA.

Graph and download economic data for Real Estate Investment Trusts; Multifamily Residential Mortgages; Asset, Level (BOGZ1FL643065405A) from 1945 to 2022 about REIT, multifamily, mortgage, family, residential, assets, and USA.