Global Real Estate Gains Solidified Through Early June as North America Leads

As reflected in the chart above, the data center sector continues to lead in 2026, delivering a year-to-date total return of 31.1%, followed by lodging/resorts at 23.1%, and self-storage at 19.7%.

The above table reflects the broad outperformance of North America on a year-to-date basis as of June 10, with the region posting a total return of 16.1%. In contrast, gains in other regions have been more subdued, with Developed Europe declining 1.6% year-to-date, and Developed Asia dropping 3.1%. With North America making up more than 60% of the Developed indexes, this regional bifurcation is not reflected in the overall Developed returns.

As the preceding exhibits reflect, data centers have performed well in both North America and Asia, with respective total returns of 32.2% and 17.2% through June 10...