Episode 371: Actively Managed Funds’ Allocations Shed Light on REIT Market Performance

Nicole Funari, Nareit vice president for research, was a guest on the latest episode of the Nareit REIT Report. Funari discussed Nareit’s new project that initially involves tracking quarterly investment holdings for the 28 largest actively managed real estate investment funds that focus on REITs from 2010 to the first quarter of 2023. While performance returns offer a broad market perspective on what investors think about REITs, by narrowing the focus to active managers, or “peop...