Nareit

REITs Leverage Joint Venture Partnerships to Fuel Expansion Partnerships are occurring across a range of REIT property sectors.

A JV offers a REIT several benefits, including immediate access to a large chunk of capital and the ability to partially monetize assets while retaining operating control and increasing scale. go.reit.com/4jwW0TG

NSA Looks to Next Phase of Growth a Decade After IPO CEO David Cramer says simplifying operating structure is a key step as REIT looks ahead.

With a diverse portfolio situated in 42 states and Puerto Rico, including several of the top 50 markets, NSA has been looking to densify in markets and has found success in secondary markets as well. go.reit.com/3Gj17sE

NSA Looks to Next Phase of Growth a Decade After IPO CEO David Cramer says simplifying operating structure is a key step as REIT looks ahead.

National Storage Affiliates Trust is celebrating its 10th IPO anniversary this year, and is positioning itself for the next phase of growth. go.reit.com/3Gj17sE

NSA Looks to Next Phase of Growth a Decade After IPO CEO David Cramer says simplifying operating structure is a key step as REIT looks ahead.

At the start of 2025, NSA’s portfolio consisted of 1,074 self-storage properties with approximately 70.2 million rentable square feet. “Today we have an enterprise value of approximately $9 billion,” says CEO David Cramer. go.reit.com/3Gj17sE

REITs Leverage Joint Venture Partnerships to Fuel Expansion Partnerships are occurring across a range of REIT property sectors.

REITs are leveraging their operating expertise to attract JV equity partners to finance growth, improve their balance sheets, and generate new income streams. go.reit.com/4jwW0TG

REIT Stocks Didn’t Nosedive This Month — Why Not? The structure of the trusts helped them withstand market frenzy due to Trump’s trade war.

REIT Stocks Didn’t Nosedive This Month — Why Not?
go.reit.com/3RlIu9F

ESRT Inks Lease Renewal at Manhattan Tower Empire State Realty Trust has signed a 77,382-square-foot renewal at its a 1.3 million-square-foot office tower in Manhattan.

Empire State Realty Trust has benefited from recent lease renewals and expansions, including Gerson Lehrman Group renewing for 77,382 square feet at One Grand Central Place. go.reit.com/42YDbm3

Blackstone President Jon Gray on Q1 results, Pres. Trump's tariff policy and real estate market Blackstone President and COO Jon Gray joins 'Squawk Box' to discuss the company's quarterly earnings results, impact of President Trump's tariff policy, state of the real estate market, the Fed's inflation fight, President Trump's criticism of Fed Chair Powell, and more.

Recovery in real estate "is moving forward," said Blackstone President and COO Jon Gray. He noted that there has been a reduction in new supply, as would be expected. go.reit.com/44sBsHO

Trade disputes could encourage companies to stockpile inventory to get ahead of tariffs, and Prologis, Inc. CEO Hamid Moghadam indicated that the business is well-positioned in the current environment. go.reit.com/4cCHdEZ

The apartment sector could benefit from the recent influx of new supply, given the fact that tariffs could potentially raise material costs in the future. go.reit.com/42ACNde

Welltower buys assisted living complex in Davie for $34M Welltower bought a 220-bed assisted and independent living complex in Davie for $34.3 million, marking continued investment in South Florida senior care facilities.  Royal Senior Care and MG3 Group sold Oakmonte Village of Davie at 8201 Stirling Road to Welltower, a publicly traded real estate investment trust, according to records and real estate database Vizzda.  […]

Welltower acquired a 220-bed assisted and independent living complex in Davie, Fla., for $34.3 million. In a separate transaction, the REIT purchased the 192-unit Anthology Senior Living Community in King of Prussia, Pa., from CA Ventures for $27.4 million. go.reit.com/3RC1Gjl

Easterly Buys District-Leased Building for $119M D.C. Public Schools and the District’s Department of Energy and Environment inked a 215K-SF renewal in 2023.

Easterly Government Properties has acquired a Washington, D.C. office in the NoMa neighborhood in a $119 million deal. go.reit.com/3RFLuO4

Public Storage and Ki Corporation have made an unsolicited bid to acquire Australia's Abacus Storage King, valuing the company at around $1.16 billion. go.reit.com/42mEr1M

Rents Hitting New Highs In D.C.'s Trophy Office Market Achieved rents for trophy office space in D.C. averaged $96.10 per SF last quarter, a 9.1% year-over-year increase, according to CBRE.

Asking rents averaged $91.21 per square foot in the trophy segment of Washington, D.C.'s office market last quarter, research shows. go.reit.com/4jklFix

REITs Outperforming Broader Markets in 2025 The FTSE Nareit All Equity REITs Index declined 2.4% in March as broader market equities suffered greater losses, with the Russell 1000 declining 5.8% and the Dow Jones U.S. Total Stock Market falling 5.9%.

The FTSE Nareit All Equity REITs Index was down 2.4% last month, outperforming the Russell 1000 and Dow Jones U.S. Total Stock Market, which both posted steeper losses. go.reit.com/4i2eElc

Lineage in Novi Acquires Three Cold Storage Facilities in Washington State - DBusiness Magazine Lineage Inc. in Novi, the world’s largest global temperature-controlled warehouse REIT (Real Estate Investment Trust), has acquired three warehouses totaling approximately 24 million cubic feet and 85,000 pallet positions from Bellingham Cold Storage in Washington state. Terms of the transaction were not disclosed.

Lineage has acquired three facilities in Washington state in a deal with Bellingham Cold Storage, expanding its presence in the region to include 40 strategically located properties. go.reit.com/42gxy29

DOE Announces Plan For Data Centers On Federal Land The Department of Energy has selected 16 sites for potential data center development.

The Department of Energy indicated it is moving forward with a plan for data centers on federal land and has picked out 16 sites for potential development. go.reit.com/3DVpVGj

Queens Leads U.S. Self-Storage Sales With More Than $101M in 2024 The self-storage market generated $3 billion in sales nationally in 2024, with transactions totaling more than 51 million square feet.

The self-storage market generated $3 billion in sales across 822 properties last year - go.reit.com/445VgQY

Global mergers and acquisitions activity has shifted in recent months, with a decline in megadeals but a surge in smaller transactions. go.reit.com/4le5e9g

Active Fund Managers Bet Big on Data Center, Telecom REITs Active REIT fund managers have shifted allocations in the past year in response to underlying fundamentals in property markets.

Active Fund Managers Bet Big on Data Center, Telecom REITs - go.reit.com/4i0gseC

JP Morgan REIT Adds Two SE Rental Assets - Connect CRE J.P. Morgan Real Estate Income Trust, Inc. (JPMREIT) acquired two multifamily communities: The Preserve at Pine Valley in Wilmington, NC and Bass Lofts in Atlanta, GA.  The Preserve at Pine Valley, a 219-unit, Class-B housing community, was acquired in a 90/10 joint venture partnership with Ginkgo Residential, a Charlotte-based owner and operator focused on workforce housing. Situated in central Wilmington, the property offers ...

J.P. Morgan Real Estate Income Trust acquired a multifamily community in Wilmington, N.C., for $32.1 million and another in Atlanta for $34.8 million. go.reit.com/4hOe2zz

The aerospace and defense industries are driving demand for certain kinds of specialized real estate, with leasing activity surging to 11.3 million square feet in 2024, up from 7.1 million in 2022. go.reit.com/3FNoSbX

Tech companies such as Meta are building massive AI-focused data centers in rural areas in Louisiana, North Dakota and Texas, drawn by flat land, access to natural gas and existing infrastructure. go.reit.com/4iQofwY

Office REITs: High Quality Properties Attract & Retain Tenants, Outpace Peers Office REITs own and manage office real estate and rent space in those properties to a variety of tenants.

Despite challenges with property fundamentals, publicly-listed equity office REITs ranked fourth in total return performance among the 13 REIT sectors, realizing a total return of 21.5%. go.reit.com/42nWVQA

mREITs Offer Consistently High Dividend Yields Throughout Market Cycles Mortgage REITs (mREITs) provide financing for income-producing real estate by purchasing or originating mortgages and mortgage-backed securities (MBS) and earning income from the interest on these investments.

50% of the financial advisors who recommend the use of REITs also recommend mREITs as a simple, transparent, and liquid way to invest in the mortgage market and commercial real estate debt. go.reit.com/3WPard9

Healthpeak Surpassing Financial Synergy Targets Post-Merger with Physicians Realty CEO Scott Brinker sees REIT’s growth supported by medical innovation and demographic tailwinds. 

"Joining Healthpeak and Physicians Realty Trust brought together two leading platforms with a combined portfolio of nearly 50 million square feet." go.reit.com/3Rm8Vfb

Going, Going, Not Gone: Public-Private Real Estate Valuation Divergence Continues Although the lingering CRE valuation divergence has been disruptive, it has created opportunities for investors and benefited REITs. 

As public and private property values become more in sync, REITs will likely continue to maintain investment performance and acquisition advantages over their private market counterparts . go.reit.com/4lefezt

How to Invest in Real Estate Investment Trusts (REITs) Individuals can invest in REITs in a variety of different ways, including purchasing shares of REIT stocks, mutual funds, and exchange-traded funds. REITs also play a growing role in defined benefit and defined contribution investment plans.

REITs are bought and sold on major U.S. stock exchanges in the same way that other stocks are transacted. REITs can be sold at market value via a brokerage account, with market liquidity typically ample to ensure a fast transaction. go.reit.com/3E4GVK0

Healthpeak Surpassing Financial Synergy Targets Post-Merger with Physicians Realty CEO Scott Brinker sees REIT’s growth supported by medical innovation and demographic tailwinds. 

“This merger was an opportunity to quickly go to the next level,” says Healthpeak President and CEO Scott Brinker. go.reit.com/3Rm8Vfb

Going, Going, Not Gone: Public-Private Real Estate Valuation Divergence Continues Although the lingering CRE valuation divergence has been disruptive, it has created opportunities for investors and benefited REITs. 

As public and private property values become more in sync, REITs will likely continue to maintain investment performance and acquisition advantages over their private market counterparts. go.reit.com/4lefezt