2022 Multifamily REIT Returns

How the sector’s REITs are stacking up against those in other asset categories, according to S&P Global Real Estate.

US Equity REITs One Year Total Return by Sector (%)

Data as of August 4, 2022. Source: S&P Global Market Intelligence

As of Aug. 4, publicly traded U.S. equity REITs posted a -3.5 percent one-year total return.

The Dow Jones U.S. real estate self-storage index topped the chart with a 12.3 percent total return, beating the broader Dow Jones equity all REIT by 15.8 percentage points. The Dow Jones U.S. real estate apartments index followed next and posted a one-year total return of -5.4 percent.

On the other end of the scale, the manufactured homes sector as shown by the Dow Jones U.S. real estate manufactured homes index had the lowest one-year total return of -13.0 percent.

Among the multifamily-focused REITs, Bluerock Residential Growth REIT Inc. delivered the highest one-year total return of approximately 116.1 percent. This was followed by BRT Apartments Corp. and Apartment Investment and Management Company at 34.3 percent and 18.4 percent one-year total returns, respectively.

UDR Inc. posted a -12.6 percent total return for the 1-year timeframe, the lowest among the multifamily REITs.

Anthony Collins is an associate in the real estate client operations department of S&P Global Market Intelligence.

If you are interested to learn more about the products and services available within S&P Global Real Estate data, please visit us here.

—Posted on Aug. 25, 2022


US Equity REITs One Year Total Return by Sector (%)

Data as of March 3, 2022. Source: S&P Global Market Intelligence

As of March 3, publicly traded U.S. equity REITs posted a 26.2 percent one-year total return.

The self storage REIT sector in the Dow Jones U.S. self storage index topped the chart with a 62.0 percent total return, beating the broader Dow Jones equity all REIT by 35.88 percentage points. The Dow Jones U.S. real estate apartments followed next and posted a one-year total return of 40.1 percent.

On the other end of the scale, the health care sector as shown by the Dow Jones U.S. real estate health care index had the lowest one-year total return of 9.4 percent.

Among the multifamily focused REITs, Bluerock Residential Growth REIT Inc. delivered the highest one-year total return of approximately 152.7 percent. This was followed by NexPoint Residential Trust Inc. and Independence Realty Trust Inc. at 112.5 percent and 87.2 percent one-year total returns, respectively.

Washington Real Estate Investment Trust  posted a 4.1 percent total return for the one-year timeframe, the lowest among the multifamily REITs.

Winzen Matamorosa is an associate in the real estate client operations department of S&P Global Market Intelligence.

If you are interested to learn more about the products and services available within S&P Global Real Estate data, please visit us here.

—Posted on Mar. 25, 2022

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