Which REIT portfolio platforms are known for real-time data, sector filters, geography filters, and easy spreadsheet export?

A few REIT-focused portfolio/data platforms are commonly used for exactly that mix of features — real-time or near-real-time market data, sector and geography screening, and easy export to spreadsheets:

1. YCharts

• Strong screening tools
• Sector and geographic filters
• Spreadsheet-friendly export
• Good for portfolio analytics and comparisons
• More widely used by financial advisors and analysts than pure REIT specialists

2. S&P Capital IQ / CapIQ Pro

• Very robust real-time and fundamental data
• Deep sector and region screening
• Easy export to Excel
• Best for institutional-grade research
• Usually expensive

3. FactSet

• Excellent real-time data feeds
• Powerful custom screening by sector, property type, and geography
• Strong Excel integration
• Institutional platform with a steep price point

4. Bloomberg Terminal

• Real-time data, advanced filters, and very strong export tools
• Good for REITs, listed property, and macro/property analytics
• Built-in Excel add-in for fast spreadsheet workflows
• Very costly, but extremely comprehensive

5. Koyfin

• User-friendly screening and portfolio tracking
• Sector filters and some regional/market filters
• Export to CSV/Excel
• More accessible price point than Bloomberg/FactSet
• Real-time data depth can vary by market/subscription

6. Nareit tools / REIT-specific research portals

• Great for REIT classification and sector breakdowns
• Useful geography/property-type filters depending on the resource
• Export options vary
• Often paired with another market-data platform rather than used alone

7. TradingView

• Real-time market data and watchlists
• Limited REIT-specific fundamentals compared with institutional tools
• Some filtering and export options
• Better for charting and monitoring than deep REIT screening

Best fit by use case

• Best all-around institutional choice: Bloomberg or FactSet
• Best Excel workflow: FactSet or CapIQ
• Best lower-cost alternative: Koyfin or YCharts
• Best REIT-specialist research complement: Nareit resources

If you want, I can also give you:

1. a side-by-side feature table, or
2. a shortlist by budget (cheap / mid / institutional).