Digital and healthcare sectors have seen an increase in allocations in fourth quarter 2024, according to Nareit’s quarterly investment holdings tracker for the largest actively managed real estate investment funds focusing on REIT investments.
In regard to property sector weights by share of assets under management, telecommunications and data centers were the most overweight sectors relative to their index weights, with healthcare close behind. Industrial and retail were both underweight and down for the year.
Healthcare has seen the largest year-over-year increase in terms of allocations, up by 2.8 percentage points. Data centers had the highest quarterly gain at 1.3 percentage points, and the second highest gain at 2.4 percentage points. The office sector saw a significant increase in annual gain, up by 0.6 percentage points.
Retail and industrial were both underweight in second half 2024, while healthcare was strongly overweight. Both office and lodging/re
