REITs in 2026: Market Performance, Sector Trends, & Investment Opportunities
About this episode
The episode discusses how REITs are performing in 2026 amidst economic challenges and highlights sector-specific trends.
How are Real Estate Investment Trusts (REITs) navigating economic shifts and outperforming the broader equity market in 2026? In this episode of America's Commercial Real Estate Show, host Michael Bull sits down with Edward Pierzak, Senior Vice President of Research at Nareit, to break down the operational performance, balance sheet metrics, and future outlook for the REIT sector. Despite facing macroeconomic shocks like geopolitical conflicts and inflation worries, REITs have maintained incredible momentum throughout the first half of the year. Edward provides an insider look into sector-specific trends—explaining why lodging, resorts, and data centers are leading the pack in 2026 after a turbulent 2025, and how well-amenitized, well-located properties are driving a performance bifurcation within the office sector. Key Topics Covered We explore how REITs are keeping their momentum and outpacing broad equity markets in 2026. Edward shares a deep dive into specific sectors, detailing the rebound of data centers, the rise of lodging and senior housing, and the nuanced truth behind the "office is dead" headlines. We also take a look into Nareit's REIT Industry Tracker, detailing how…
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