Despite continued volatility and sell off across the REIT sector, green shoots are evident

Despite a challenging capital markets environment and economic uncertainty, REITs continue to post strong earnings performance, with a substantial majority of REITs that have reported to date beating analyst estimates. Expectations are that in 2023 REITs will post positive NOI growth and stable occupancy across all major commercial real estate (CRE) sectors.

JLL’s latest M&A and Strategic Transactions Monitor dives into long-term themes driving the REIT market, including continued record amounts of dry powder, healthy