FTSE Nareit U.S. Real Estate Index Series Daily Returns

August 16, 2024

FTSE Nareit U.S. Real Estate

Index Series Daily Returns

August 16, 2024

Date

US Treasury

10-Year Note1

Standard & Poors

S&P 500

Utilities

Russell 2000 Total Return Indexes

2000

Growth

Value

Nasdaq

Composite

FTSE Nareit All REITs

Total

Price

2019

2020

2021

2022

2023

1.91

0.87

1.44

3.87

3.89

6,553.57

7,759.35

9,986.70

8,178.02

10,327.83

896.67

901.01

1,060.21

1,076.82

1,000.56

64,505.48

70,778.10

85,602.90

79,728.48

92,630.57

End of Year Values

8,437.98

7,742.66

10,122.27

10,424.12

11,622.28

10,719.62

9,247.10

7,894.20

10,812.53

9,367.13

12,356.85

12,929.50

16,584.72

14,182.70

16,259.97

10,539.04

15,272.97

18,660.07

12,588.95

18,208.50

8,776.18

8,261.85

11,556.48

8,655.30

9,649.18

231.68

209.94

284.61

205.29

218.64

Apr-24

May-24

Jun-24

Jul-24

4.68

4.49

4.37

4.05

10,951.66

11,494.70

11,907.15

12,052.09

1,063.49

1,158.88

1,095.00

1,169.30

93,479.04

95,889.63

97,067.84

101,449.00

End of Month Values

10,572.20

9,301.39

11,102.58

9,799.49

10,999.87

9,783.16

12,117.45

10,584.02

15,665.53

16,398.17

16,121.80

18,086.60

19,032.27

20,361.28

21,589.44

21,432.37

8,782.47

9,235.97

9,436.55

10,108.42

196.56

206.40

209.23

223.79

19-Jul-24

26-Jul-24

2-Aug-24

9-Aug-24

4.24

4.20

3.80

3.93

12,011.61

11,913.04

11,669.18

11,666.49

1,126.66

1,143.27

1,193.10

1,182.60

100,046.86

100,819.45

98,702.98

98,145.35

End of Week Values

11,738.86

10,311.99

12,146.56

10,616.11

11,337.73

9,885.90

11,188.51

9,825.74

17,422.14

18,118.75

16,951.74

16,609.93

21,585.49

21,136.84

20,430.01

20,394.41

9,987.51

10,022.65

10,232.00

10,216.53

221.17

221.94

226.48

226.08

12-Aug-24

13-Aug-24

14-Aug-24

15-Aug-24

16-Aug-24

3.90

3.85

3.83

3.91

3.89

11,668.59

11,865.29

11,911.02

12,106.68

12,132.48

1,185.02

1,191.64

1,191.05

1,190.96

1,196.53

Current Week's Daily Index Values

97,800.25

11,087.90

9,761.58

98,815.67

11,266.35

9,920.86

99,418.89

11,208.64

9,865.92

100,809.46

11,485.44

10,114.98

101,107.55

11,521.59

10,130.84

16,419.54

16,680.11

16,601.67

17,002.42

17,083.07

20,440.72

20,936.53

20,942.75

21,437.60

21,485.30

10,140.07

10,213.24

10,248.04

10,235.61

10,231.48

224.30

225.92

226.69

226.41

226.30

Date

US Treasury

10-Year Note1

Standard & Poors

S&P 500

Utilities

Dow Jones

Industrials

Russell 2000 Total Return Indexes

2000

Growth

Value

Nasdaq

Composite

FTSE Nareit All REITs

Total

Price

2020

2021

2022

2023

2024

-1.04

0.57

2.43

0.02

0.00

18.40

28.71

-18.11

26.29

17.47

0.48

17.67

1.57

-7.08

19.59

Annual Percentage Change

9.72

19.96

34.63

20.95

14.82

2.83

-6.86

-20.44

-26.36

16.18

16.93

18.66

9.15

6.56

8.15

4.63

28.27

-14.48

14.65

5.06

44.92

22.18

-32.54

44.64

18.00

-5.86

39.88

-25.10

11.48

6.03

-9.38

35.57

-27.87

6.50

3.50

May-24

Jun-24

Jul-24

Aug-24

-0.20

-0.12

-0.32

-0.17

4.96

3.59

1.22

0.67

8.97

-5.51

6.79

2.33

Monthly Percentage Change (Including Current Month to Date)

2.58

5.02

5.36

4.68

1.23

-0.93

-0.17

-1.69

4.51

10.16

8.19

12.19

-0.34

-4.92

-4.28

-5.55

6.98

6.03

-0.73

0.25

5.16

2.17

7.12

1.22

5.01

1.37

6.96

1.12

26-Jul-24

2-Aug-24

9-Aug-24

16-Aug-24

-0.04

-0.40

0.14

-0.04

-0.82

-2.05

-0.02

3.99

1.47

4.36

-0.88

1.18

Weekly Percentage Change (Including Current Week to Date)

0.77

3.47

2.95

4.00

-2.10

-6.66

-6.88

-6.44

-0.56

-1.32

-0.61

-2.02

3.02

2.98

3.11

2.85

-2.08

-3.34

-0.17

5.35

0.35

2.09

-0.15

0.15

0.35

2.04

-0.18

0.10

16-Aug-24

-0.03

0.21

0.47

Latest Daily Percentage Change

0.30

0.31

0.16

0.22

-0.04

-0.05

Source: FTSE?, Factset, Nareit?.

Notes:

Ten-year Treasury Note yield changes in percentage points.

1

Dow Jones

Industrials

0.47

August 16, 2024

Period

FTSE Nareit All REITs

Returns (%)

Dividend

Yield2

Total

Price

Annual (including current year to date)

2019

28.07

22.95

2020

-5.86

-9.38

2021

39.88

35.57

2022

-25.10

-27.87

2023

11.48

6.50

2024

6.03

3.50

FTSE Nareit Composite

Returns (%)

Dividend

Yield2

Total

Price

FTSE Nareit Real Estate 501

Returns (%)

Dividend

Yield2

Total

Price

FTSE Nareit All Equity REITs

Returns (%)

Dividend

Yield2

Total

Price

FTSE Nareit Equity REITs

Returns (%)

Dividend

Yield2

Total

Price

FTSE Nareit Mortgage REITs

Returns (%)

Dividend

Yield2

Total

Price

4.06

3.84

2.85

4.37

4.25

4.09

28.21

-5.98

40.02

-25.02

11.52

6.13

23.03

-9.51

35.70

-27.78

6.54

3.60

4.07

3.84

2.85

4.35

4.24

4.14

29.22

-2.77

42.29

-24.99

11.28

6.48

24.59

-6.16

38.12

-27.55

6.69

4.15

3.52

3.45

2.59

4.00

3.88

3.82

28.66

-5.12

41.30

-24.95

11.36

6.28

23.95

-8.40

37.29

-27.46

6.75

3.93

3.70

3.56

2.59

3.97

3.92

3.82

26.00

-8.00

43.24

-24.37

13.73

8.02

21.07

-11.52

38.98

-27.02

8.96

5.58

3.97

3.86

2.72

4.15

4.02

3.88

21.33

-18.77

15.64

-26.61

15.35

2.38

9.62

-26.77

6.40

-34.76

1.91

-4.22

9.77

8.99

8.91

13.43

11.52

12.08

Quarter (including current quarter to date)

2023: Q2

1.60

0.41

4.44

Q3

-8.04

-9.04

4.82

Q4

17.56

16.15

4.25

2024: Q1

-1.28

-2.30

4.39

Q2

-0.94

-2.05

4.48

Q3

8.42

8.16

4.09

1.57

-8.07

17.60

-1.28

-0.94

8.52

0.39

-9.07

16.19

-2.30

-2.05

8.25

4.42

4.81

4.24

4.38

4.47

4.14

1.27

-8.58

17.86

-1.34

-0.71

8.71

0.16

-9.48

16.55

-2.28

-1.74

8.47

4.08

4.42

3.88

4.07

4.13

3.82

1.20

-8.33

17.98

-1.30

-0.90

8.66

0.10

-9.25

16.66

-2.25

-1.93

8.42

4.08

4.44

3.92

4.06

4.13

3.82

2.62

-7.13

16.22

-0.20

0.06

8.16

1.53

-8.13

14.96

-1.22

-0.92

7.88

4.20

4.49

4.02

4.13

4.17

3.88

10.73

-2.17

9.55

-0.65

-1.94

5.09

7.39

-5.12

6.24

-3.48

-4.78

4.22

11.86

12.71

11.52

12.01

12.63

12.08

Month (including current month to date)

March

1.92

1.12

4.39

April

-7.80

-7.98

4.76

May

5.16

5.01

4.53

June

2.17

1.37

4.48

July

7.12

6.96

4.18

August

1.22

1.12

4.09

1.88

-7.83

5.20

2.16

7.13

1.30

1.09

-8.00

5.04

1.36

6.96

1.21

4.38

4.75

4.52

4.47

4.18

4.14

1.48

-8.24

5.79

2.29

6.81

1.77

0.73

-8.39

5.65

1.53

6.68

1.68

4.07

4.43

4.19

4.13

3.88

3.82

1.78

-7.91

5.29

2.21

7.18

1.38

1.05

-8.07

5.14

1.47

7.04

1.29

4.06

4.40

4.19

4.13

3.86

3.82

2.06

-7.01

4.59

2.89

6.23

1.82

1.30

-7.14

4.44

2.15

6.06

1.72

4.13

4.44

4.25

4.17

3.93

3.88

4.38

-5.78

3.09

0.95

5.90

-0.76

1.94

-6.24

2.70

-1.11

5.20

-0.93

12.01

12.81

12.48

12.63

11.97

12.08

Week (including current week to date)

12-Jul-24

4.48

4.46

19-Jul-24

1.52

1.51

26-Jul-24

0.35

0.35

2-Aug-24

2.09

2.04

9-Aug-24

-0.15

-0.18

16-Aug-24

0.15

0.10

4.49

1.53

0.33

2.17

-0.18

0.20

4.46

1.52

0.33

2.12

-0.21

0.15

4.29

4.22

4.21

4.12

4.13

4.14

4.33

1.41

0.06

2.87

-0.10

0.05

4.31

1.39

0.06

2.83

-0.13

0.01

3.97

3.92

3.91

3.81

3.81

3.82

4.42

1.54

0.40

2.34

-0.19

0.16

4.40

1.53

0.40

2.30

-0.22

0.12

3.97

3.91

3.90

3.81

3.82

3.82

3.82

1.73

0.06

1.42

0.69

0.33

3.80

1.71

0.06

1.37

0.66

0.28

4.02

3.96

3.95

3.90

3.87

3.88

6.05

1.19

-1.37

-2.12

0.24

1.07

5.99

1.17

-1.39

-2.30

0.24

0.90

11.91

11.78

11.94

12.22

12.19

12.08

Historical (compound annual rates at month-end)

1-Year

10.91

6.04

10.92

3-Year

-0.99

-4.90

-0.93

5-Year

4.10

0.13

4.17

10-Year

6.60

2.36

6.61

15-Year

11.05

6.47

11.02

20-Year

7.70

2.95

7.62

25-Year

9.23

3.79

9.16

30-Year

9.17

3.40

9.11

35-Year

8.91

2.50

8.86

40-Year

8.95

2.10

8.91

6.06

-4.83

0.18

2.35

6.42

2.84

3.71

3.32

2.43

2.04

10.90

-0.76

5.05

7.28

11.41

8.36

-

6.42

-4.39

1.33

3.36

7.16

3.97

-

11.14

-0.76

4.53

6.84

11.43

8.23

9.61

9.53

9.57

10.31

6.63

-4.35

0.85

2.95

7.38

3.96

4.62

4.17

3.71

4.05

11.33

0.75

4.90

6.53

11.18

8.05

9.46

9.40

9.46

10.22

6.75

-3.00

1.03

2.49

6.99

3.67

4.39

3.98

3.55

3.91

5.80

-4.60

-2.40

2.93

5.88

0.83

4.92

5.45

4.66

4.41

-6.36

-15.03

-12.42

-7.54

-5.50

-9.99

-6.76

-5.88

-6.91

-7.13

4.30

4.23

4.22

4.08

4.09

4.09

Source: FTSE?, Factset, Nareit?.

Notes:

The FTSE Nareit Real Estate 50? is designed to measure the performance of larger and more frequently traded REITs.

2

Dividend yield quoted in percent for the period end.

1

August 16, 2024

Period to Date Performance (%)

Property Sector/Subsector

Number Dividend

of REITs

Yield

Price Return

16-Aug-24

16-Aug-24

FTSE Nareit All Equity REITs

137

3.82

-0.06

-0.06

FTSE Nareit Equity REITs

Total Returns

MTD

QTD

1.38

8.66

YTD

Compound Annual Total Returns (%)

(as of most recent close)

1-Year

3-Year

5-Year

10-year

6.28

18.82

-0.38

4.24

6.78

130

3.88

-0.19

-0.19

1.82

8.16

8.02

19.38

1.35

4.80

6.55

Industrial

Office

11

18

3.22

5.15

-1.11

0.21

-1.11

0.21

-2.50

-2.05

9.88

14.65

-4.21

8.27

5.30

24.78

0.46

-10.49

9.86

-5.39

14.17

-0.25

Retail

Shopping Centers

Regional Malls

Free Standing

28

16

3

9

4.69

3.95

5.09

5.07

-0.16

-0.13

-0.74

0.21

-0.16

-0.13

-0.74

0.21

2.25

1.30

1.51

3.67

9.81

12.15

2.86

12.99

10.05

9.44

11.75

9.30

24.38

20.70

42.51

16.36

5.40

6.63

11.37

0.51

4.47

6.69

6.32

2.10

3.20

3.77

2.09

6.32

Residential

Apartments

Manufactured Homes

Single Family Homes

18

13

3

2

3.34

3.53

2.86

3.00

0.06

0.02

0.45

-0.12

0.06

0.02

0.45

-0.12

4.06

4.71

3.47

2.19

4.84

5.20

9.24

-0.01

13.16

18.11

1.45

6.16

15.89

19.09

11.04

8.49

-1.62

-0.51

-7.18

-0.72

3.92

3.65

1.74

8.46

8.60

7.68

13.55

-

Diversified

12

7.07

0.47

0.47

-2.30

6.16

-6.50

-0.03

-8.61

-5.57

-0.70

Lodging/Resorts

12

4.60

-0.15

-0.13

-3.81

-4.46

-10.48

11.44

1.02

-1.10

-0.28

Health Care

16

3.97

-0.24

-0.24

3.10

9.72

20.99

30.21

2.83

1.73

4.93

Self Storage

4

3.89

0.59

0.59

5.93

9.36

6.86

25.83

4.38

10.56

12.39

Timberland

3

3.04

-0.24

-0.24

-5.46

4.74

-12.33

-4.72

-0.62

7.34

3.84

Telecommunications

4

3.61

0.87

0.87

-0.25

12.78

-0.64

20.14

-9.32

0.41

9.15

Data Centers

2

2.52

-0.17

-0.17

2.99

5.00

7.09

17.47

2.68

9.46

-

Gaming

2

5.52

-0.45

-0.45

0.15

9.85

2.29

12.44

-

-

-

Specialty

7

3.43

-0.08

-0.08

3.13

13.82

35.34

63.94

21.07

19.05

-

33

12.08

0.31

0.46

-0.76

5.09

2.38

12.11

-5.06

-1.91

2.53

15

18

12.31

11.72

0.67

-0.27

0.67

0.12

0.57

-2.84

6.69

2.61

9.45

-7.12

18.41

3.31

-3.26

-7.76

-2.44

-0.74

2.05

3.45

FTSE Nareit Mortgage REITs

Home Financing

Commercial Financing

Source: FTSE?, Factset, Nareit?.

Disclaimer: The FTSE Nareit US Real Estate Index Series (Indexes) is calculated by FTSE International Limited (FTSE?), which is part of the London Stock Exchange Group plc (LSE Group). FTSE Russell? is

a trading name of FTSE?, FTSE? and related trademarks and service marks owned or licensed to the LSE Group. Nareit? is the exclusive registered trademark of the National Association of Real Estate

Investment Trusts?. All rights in the Indexes vest in FTSE? and Nareit?. All information is provided for information purposes only. Every effort is made to ensure that all information given in this publication is

accurate, but no responsibility or liability can be accepted by any member of the LSE Group nor by Nareit? nor by their respective directors, officers, employees, partners or licensors for any errors or for any loss

(including in negligence) from use of this publication or any of the information or data contained herein. Past performance is no guarantee of future results. Charts and graphs are provided for illustrative

purposes only. Index returns shown may not represent the results of the actual trading of investable assets.

 ................
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