Newsletter Graph

Commercial REIT returns as of September 2024

2024 REIT Returns

The Dow Jones Equity All REIT Index’s latest update on performance, from S&P Global Market Intelligence.

Commercial Mortgage Delinquency Rates Increased in the First Quarter of 2024

Commercial Mortgage Delinquency Rates Increased in the First Quarter of 2024

Commercial mortgage delinquencies increased in Q1, according to MBA. Read the report.

CMBS Delinquency rates through January 2024

2023 CMBS Delinquency Rates

Trepp’s monthly update.

Source: Mortgage Bankers Association

Commercial Mortgage Delinquency Rates Rise

Every major capital source saw an increase in the third quarter, according to MBA.

As of Nov. 30, 2023. Source: S&P Global Market Intelligence

2023 REIT Trading Trends

Median U.S. equity REIT premium to NAV by sector, according to S&P.

Values shown are average by property type. As of Dec. 12, 2023. Source: S&P Global Market Intelligence

2023 Commercial REIT Dividend Yields

S&P Global’s latest snapshot compares the dividend yields of major asset categories.

As of Nov. 2, 2023. Source: S&P Global Market Intelligence

2023 Commercial REIT Values

The latest Dow Jones Equity All REIT Index from S&P Global Market Intelligence.

Data as of October 7, 2023 Source: S&P Global Market Intelligence

2023 Commercial REIT Results

Publicly traded U.S. equity REITs had an average Q2 2023 AFFO payout ratio estimate of 66.9 percent.

Source: Mortgage Bankers Association

MBA Forecast: Commercial/Multifamily Lending Expected to Fall 46 Percent to $442 Billion in 2023

Commercial/multifamily originations could end the year at just $442B.

Source: Mortgage Bankers Association

MBA Analysis on Q1 2023 Mortgage Debt Outstanding Results

MBA’s analysis of residential and and commercial mortgages and who holds them.