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REITs outperformed broader indices in 2Q, webinar says

Lodging REITs have led in 2026 so far, while most sectors face lower new construction and improving tenant demand.

Reported · Written up by our desk · REITs

FTSE Nareit U.S. Real Estate Indexes in Review webinar hosted by Nareit and Institutional Real Estate, Inc. highlighted strong second quarter REIT performance and early July continuation of the trend, including that REITs have been outperforming broader indices for the first time in a couple of years, according to discussion on the event.

Nareit executive vice president of research and investor outreach John Worth said lodging was the best performing REIT sector in 2026 so far, citing a strong second quarter for office after a weaker prior quarter.

Neuberger managing director Brian Jones said investors are looking for themes beyond the AI-driven space and pointed to appreciation in small caps and value indices, adding he sees a potential shift that could support broader value-related REIT sectors.

Jones also noted that new construction levels are down significantly for most REIT sectors, while tenant demand is improving, and argued that with strong underlying fundamentals and attractive valuations, REITs could be positioned for a period of strong relative returns that may begin with the first half of 2026.

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