US REITs outperform on inflation…and much more
Peter Verwer Peter Verwer

US REITs outperform on inflation…and much more

Investment returns for US Equity REITs beat private real estate returns in three critical inflation scenarios.

Across low, medium, and high CPI environments between 1970 and 2025, equity REITs outperformed by 220 to 500 basis points.

The analysis also showed REITs outperformed across different interest rate and GDP scenarios.

Source: Nareit

Published: July 2026

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EPRA: one real estate universe
Peter Verwer Peter Verwer

EPRA: one real estate universe

EPRA has partnered with INREV to show that European listed and non-listed real estate are complementary pathways to the benefits of institutional-quality investment.

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US REITs excel over a quarter century
Peter Verwer Peter Verwer

US REITs excel over a quarter century

US REITs outperform US private real estate by almost 2% in defined benefit plans over 26 years, and rank near the top of all US asset class returns.

Source: CEM for Nareit

Published: 2026

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REITs complete me
Peter Verwer Peter Verwer

REITs complete me

Nareit’s pathbreaking research reveals how investors can use REITs to achieve diversification and strategic alpha.

Nareit’s models and case studies show how REITs can be used to complete and round out portfolios.

The virtues of these blended portfolios have persuaded more than 70% of US pension funds to embrace REITs as an integral investment management strategy.

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Nareit: REITs in 2025
Peter Verwer Peter Verwer

Nareit: REITs in 2025

Nareit’s survey of global REIT adoption and benefits, plus a look at the future of the international REIT landscape.

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European listed real estate yields
Peter Verwer Peter Verwer

European listed real estate yields

The five-year average yield of listed real estate in the FTSE EPRA NAREIT Developed Europe REITs Index is 4.7% (as of June 30, 2021), easily surpassing the competition.

Source: EPRA

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EPRA: REITs around the world
Peter Verwer Peter Verwer

EPRA: REITs around the world

EPRA’s snapshot of the global REIT universe.

Please click here for a video summary or visit the toolkit section of this site for the full report.

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South African REITs add proven value
Peter Verwer Peter Verwer

South African REITs add proven value

The South African REIT Association (SAREIT) make the case for a significant increase in REIT allocations within multi-asset investor portfolios.

The paper concludes that “…by incorporating REITs into a diversified portfolio, investors can potentially enhance risk-adjusted returns, hedge against inflation and gain exposure to the commercial real estate asset class.”

Source: SAREIT

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