Mortgage REITs Data: Sector Indexes, the Rate Curve and the Collateral Beneath · Head-to-head
Nareit Data & Research Hub - REIT Market Data Portal vs Nareit Monthly Index Values & Returns - Complete History XLS (1972-2026)
Which mortgage reits data: sector indexes, the rate curve and the collateral beneath data fits your job: Nareit Data & Research Hub - REIT Market Data Portal, or Nareit Monthly Index Values & Returns - Complete History XLS. API, files, or your warehouse. Daily, weekly, or hourly.
Nareit Data & Research Hub - REIT Market Data Portal
Nareit Monthly Index Values & Returns - Complete History XLS (1972-2026)
Where the fields line up
2 shared fields — join on these.
| Field | Nareit Data & Research Hub - REIT Market Data Portal | Nareit Monthly Index Values & Returns - Complete History XLS |
|---|---|---|
Date | Period-end marker opening each observation. Month-end dates run the Index Data sheet from December 1971 onward; the quote feed keys on timestamps instead. | Month-end date of the observation - the row key for the whole sheet. First row December 31, 1971; latest observed row July 31, 2026. |
Index | Index level per column group, compounding the total-return stream from a base of 100 set at December 1971 - the All REITs composite read 11,960.151 at July 31, 2026. | Compounded index level for the block, with All REITs rebased to 100 at December 1971 so five decades read as one continuous number. |
Coverage, side by side
| Nareit Data & Research Hub - REIT Market Data Portal | Nareit Monthly Index Values & Returns - Complete History XLS | |
|---|---|---|
| Geographic | United States plus global developed indexes via FTSE/EPRA Nareit | United States |
| Temporal | Monthly December 1971 - July 2026, extended by intraday and daily quotes | December 1971 - July 2026 (665 monthly observations); current-year file covers January - July 2026 |
| Granularity | Intraday/daily quotes and returns, monthly index values, quarterly T-Tracker, annual market cap and tax reporting | One row per month-end per sector block |
What each contains
They tie on 1 attribute. Pick by fit, not by loyalty.
| Nareit Data & Research Hub - REIT Market Data Portal | Nareit Monthly Index Values & Returns - Complete History XLS | |
|---|---|---|
| Publisher | Nareit (National Association of Real Estate Investment Trusts) | Nareit |
| Subject lens | Central REIT statistics portal: intraday index quotes plus daily, monthly, quarterly and annual artifact families, REITWatch, T-Tracker, capital offerings and M&A files, research library | The monthly layer alone: two Excel workbooks of complete FTSE Nareit index values and total/price/income returns by sector block |
| Geographic coverage | United States plus global developed indexes via FTSE/EPRA Nareit | United States |
| Temporal coverage | Monthly December 1971 - July 2026, extended by intraday and daily quotes | December 1971 - July 2026 (665 monthly observations); current-year file covers January - July 2026 |
| Finest granularity | Intraday/daily quotes and returns, monthly index values, quarterly T-Tracker, annual market cap and tax reporting | One row per month-end per sector block |
| Sector detail | Live FNAR, FNER and FNMR (Mortgage REITs) quote blocks; monthly property sector/subsector performance links | Six blocks: All REITs, Composite, Real Estate 50TM, All Equity REITs, Equity REITs, Mortgage REITs |
| Formats | XLS, XLSX, HTML, PDF | XLS |
| Scale | ~537 KB historical workbook (665 rows x 42 columns) plus daily, quarterly and annual artifacts | ~537 KB historical XLS (665 rows x 42 columns); smaller current-year companion file |
| Delivery | Delivered monthly. | Delivered monthly. |
| Best for | Monitoring the REIT complex: live levels, operating fundamentals, cross-sector context | Measuring it: backtests, drawdowns, rolling yields and citations on five decades of monthly returns |
What each does better
Nareit Data & Research Hub - REIT Market Data Portal
Breadth across four frequencies plus live levels. Intraday and daily US and global returns, monthly property-sector performance and historic index values, quarterly T-Tracker operating performance series, and annual index values, US REIT equity market cap, proxy data and year-end tax reporting - one hub organizes them all. The workbook covers only the monthly layer.
Operating and market-structure material the workbook never carries. REITWatch, described by Nareit as a monthly statistical publication giving an industry snapshot from the FTSE Nareit U.S. and FTSE/EPRA Nareit Global series plus individual REIT performance; capital-offerings and Mergers & Acquisitions Excel files capturing roughly $20 billion of Q2 2026 offerings; and a research library of sponsored studies and Nareit papers.
A wider map. Its geographic coverage spans the United States plus global developed indexes via FTSE/EPRA Nareit; the workbook stops at United States.
Context numbers you can quote. Page commentary put the FTSE Nareit All Equity REITs index up 2.4% in July 2026 and +17.7% YTD, and US commercial real estate near $20.7 trillion as of 2021:Q2.
Nareit Monthly Index Values & Returns - Complete History XLS
Depth without detours. One historical file, ~537 KB, last saved August 7, 2026, holds the entire run: 665 monthly observations x 42 columns from December 1971 through July 2026, structured so the Mortgage REITs block sits beside All REITs, Composite, Real Estate 50TM, All Equity REITs and Equity REITs under identical sub-columns. Nothing on the portal matches that as a single analyzable object.
A current-year companion. MonthlyReturns.xls mirrors the structure for January-July 2026, keeping the long archive untouched while the year accumulates.
Persona fit runs deeper here. Investors & Quant Researchers score it relevance 4 out of 4 against the portal's 3, Journalists, Academics & Students score it 3 against 2 - the citable complete series wins wherever reproducibility matters.
Where they're equivalent
More than the shelf-versus-file framing suggests.
- Both are published by Nareit, the National Association of Real Estate Investment Trusts - the association that owns the FTSE Nareit U.S. Real Estate Index Series the numbers come from.
- Both reach back to December 1971 on a monthly cadence and update monthly; the historical file was last saved August 7, 2026.
- Both score 9 out of 10 on Datadory's rubric, above the 7.81 catalog average, and both have fully verified field definitions.
- Both ship spreadsheets: XLS anchors each record, with the portal adding XLSX, HTML and PDF around them.
- Neither decomposes below the block level inside these fields - neither carries per-company constituents here; that lives elsewhere in the slice.
Or take both in one feed
Yes - as shelf plus spine. The workbook supplies the long-run quantitative backbone: 665 monthly observations of returns and index levels per sector block, stable in shape since December 1971. The portal supplies everything around it: intraday context, quarterly operating fundamentals from T-Tracker, REITWatch snapshots, annual market-cap and tax files, and the research library. Join discipline is straightforward - align on month-end dates, keep the six-block sector labels consistent on both sides, and treat the workbook's decimal return conventions as canonical before mixing in portal-sourced figures. Datadory normalizes each record to its documented dictionary before anything ships, delivered daily, weekly, or hourly - your call. Request a sample of either dataset to see the rows land, or rank the pool on the best mortgage-reits datasets page. Or take both in one feed.
API, files, or your warehouse. Daily, weekly, or hourly.
Fair questions
Is Nareit Data & Research Hub - REIT Market Data Portal better than Nareit Monthly Index Values & Returns - Complete History XLS (1972-2026)?
Different layers, not rivals. The portal aggregates everything Nareit publishes - intraday quotes, REITWatch, quarterly T-Tracker, annual files - including the very monthly history the workbook contains. The workbook wins for analysis: 665 monthly observations from December 1971 to July 2026 in one 537 KB sheet. Both score 9 out of 10.
How far back does the mortgage REIT index history go?
To December 1971. The workbook's Index Data sheet holds 665 monthly observations from December 1971 through July 2026 across 42 columns, with Mortgage REITs as one of six sector blocks. All REITs index to 100 at December 1971; January through July 2026 also ships in the current-year file.
Do both records include a dedicated Mortgage REITs series?
Yes. The portal adds the live layer: Mortgage REITs quoted flat at $2.45 at 9:55 am ET on August 21, 2026.
Which record do quant researchers prefer?
The workbook. Investors & Quant Researchers score it relevance 4 of 4 versus 3 for the portal, and Journalists, Academics & Students score it 3 versus 2 - the citable complete series beats the broader shelf whenever backtests or citations need reproducible rows. Market Researchers flip the order, 3 to 2, for monitoring work.
Can I get both records from Datadory?
Yes. Both normalize to their documented dictionaries - month-end dates, decimal returns, index levels, sector blocks - and can ship together in one feed, delivered daily, weekly, or hourly as your workflow needs. Request a sample of either dataset to validate rows before committing.