The simple table below gives what I believe the be a striking view of the impact of the virus-related slowdown on various property types in the equity real estate investment trust (REIT) universe.
Source: Bloomberg Indices
To create this table, I calculated total returns (price return + dividends) for a broad U.S. REIT index (the Bloomberg US REIT Index) and its property type sub-indices. For this broad REIT index, I chose a backwards looking period where total returns have been roughly zero. For this exercise, that was the period stretching from March 15th,