The FTSE Nareit All Equity REITs Index rose 0.4% in September as the Federal Reserve cut the federal funds rate by 25 basis points. Nareit reported. The broader stock market responded more positively than REITs in September, as the Dow Jones U.S. Total Stock Market and the Russell 1000 both rose 3.5% for the month.
Year to date, the All Equity REITs index is up 4.5%, while the Russell 1000 is up 14.6% and the Dow Jones U.S. Total Stock Market is up 14.4%. For YTD returns, healthcare continues to outpace all other sectors with a total return of 26.7%, followed by diversified with 20.1% and gaming with 12.0%.
For the month of September, specialty REITs led all other sectors with a 5.5% increase, followed by healthcare with 4.4% and office with 2.2%. At the other end of the spectrum, telecommunications (-4.1%), lodging/resorts (-3.1%) and timberland (-2.9%) all lagged the broader index.Â
Pictured: A Ventas healthcare property. The healthcare sector has led all other REIT categories for year-to-date total returns.
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