As we embark upon the second quarter of 2022, most market watchers are focused on what has become persistent inflation; yet we are also seeing monetary tightening, considerable geo-political uncertainty, and potential slowing growth. In this brief, we analyze historical data to understand how the U.S. REIT market has responded in the past to such dynamic factors and, in doing so, anticipate how commercial real estate investment performance may fare in the coming months.
