2026 REIT Outlook Optimizing Returns Through a Global Lens

Nareit

John Barwick, Nicole Funari

Research

11 Pages

Nareit outlines how global REITs can help investors optimize returns by moving beyond domestic home bias into diversified listed real estate markets. The article shows that global real estate has delivered a ten year compound annual total return of 4.9%, demonstrating resilience through recent shocks. It also explains how tariffs, currency moves and sector composition are driving very different outcomes across regions and guiding active manager positioning.

Key Takeaways

2026 Expectations: Nareit expects investors to increasingly recognize the foundational role global REITs and publicly-listed real estate play in the modern economy.
REIT Benefits: REITs and listed real estate give investors the liquidity and ability to target global regions or sectors—and to instantaneously refine their strategies.
2025 Tilts: Active managers of real estate funds reduced their overall exposure to North America and favored the diversified sector in Asia and the retail sector in Europe.
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