Nareit's REIT Report Podcast
by Nareit
A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders.
Episodes
-
JLL’s Jacob Rowden Sees New Expansionary Phase for U.S. Office Leasing
Jacob Rowden, research director at JLL, told the REIT Report podcast that a 6.4% increase in U.S. office leasing during the last 12 months reflects an ongoing post-pandemic structural shift as companies realign space requirements with actual headcount. By mid-2025, companies had expanded…
more -
Jackson Lucas Executives on Navigating Succession in the REIT C-Suite
Mike Moran, managing director, and Audrey Symes, head of research at global organizational consulting firm Jackson Lucas, joined the REIT Report podcast to share insights into the intricacies of c-suite succession and hiring practices in the REIT sector. Internal succession remains the dominant...
-
Hiffman National’s Carrie Szarzynski on Property Management as a Profit Center
Carrie Szarzynski, executive managing director,at Hiffman National, joined a sponsored episode of the REIT Report podcast to discuss how property management can operate as a vital profit center to create growth in today's market. Hiffman National is one of the nation’s largest independent...
-
Deloitte’s Brian Ruben & Kevin Richards on Key Elements of REIT Board Effectiveness
Deloitte’s Brian Ruben, global real estate audit and assurance leader, and Kevin Richards, U.S. financial services industry leader, joined an in-person episode of the REIT Report podcast at the New York Stock Exchange on Oct. 8. Speaking ahead of the third annual NYSE Deloitte Nareit REIT Board...
-
Timberland REITs Offer Attractive Defensive, Offensive Blend: D.A. Davidson’s Kurt Yinger
Kurt Yinger, senior vice president at D.A .Davidson, joined the REIT Report podcast to review the timberland REIT sector, which he described as offering an “attractive blend of defensive and offensive” characteristics amid an uncertain macro backdrop. “We like the timber REITs. It's been a...
-
REIT Advocate Reflects on Landmark 2001 Move to Include Sector in S&P Indices
Lee Schalop, former managing director of Bank of America Securities and one of the REIT industry's most influential analysts in 2001, joined the REIT Report podcast to mark the 25th anniversary of the inclusion of REITs in S&P indices. Schalop, working alongside Nareit, leading analysts…
more -
Extra Space Storage’s Noah Springer on Value of Scale, Data, Operational Efficiency
Noah Springer, president of Extra Space Storage Inc. (NYSE: EXR) and its next CEO, spoke to the REIT Report about leadership continuity, fundamentals, and how scale, data, and operational efficiency are crucial elements supporting the REIT’s performance. Springer, who becomes CEO at the start of...
-
AEW’s Gina Szymanski Bullish on Outlook for REIT Growth, Fundamentals
Gina Szymanski, chief investment officer at AEW Capital Management’s global securities business, told the REIT Report that for long-term investors in the REIT market, “there is no better time in the cycle than now,” as historically low levels of supply across all sectors bolster prospects for...
-
CenterSquare Sees Favorable Setup for REITs from Low Supply, Solid Balance Sheets
Patrick Wilson, portfolio manager on the real estate securities team at CenterSquare Investment Management, told the REIT Report that reasonable demand, pockets of strength, and very low supply on the horizon should amount to “pretty healthy” earnings growth for REITs in the next 12-24 months.…
more -
Health Care REITs Seeing Long-Term Demand Tailwinds: Raymond James’ Dave Rodgers
Dave Rodgers, managing director at Raymond James Equity Research, joined the REIT Report podcast to discuss the outlook for health care REITs, noting that the sector—and senior housing in particular—is one of the most attractive areas for investment across the REIT industry today. A large and...
-
JLL IPT’s Allan Swaringen on NAV REITs’ Growing Role Supporting Portfolio Diversification
Allan Swaringen, CEO of JLL Income Property Trust, joined the REIT Report to discuss the growing role that NAV REITs play, alongside listed REITs, in enabling leading wealth management firms to diversify portfolios beyond traditional equities and fixed income. JLL IPT is an institutionally…
more -
APREA’s Sigrid Zialcita on Long-Term Investment Opportunities Across Asia Pacific
Sigrid Zialcita, CEO of the Asia Pacific Real Assets Association (APREA), joined the REIT Report during Nareit's REITweek: 2026 Investor Conference in New York earlier this summer to highlight the long-term investment opportunities in both developed and emerging markets in the Asia Pacific…
more -
Brixmor CEO on Repositioning Assets to Capitalize on Open-Air Retail Strength
Brian Finnegan, CEO of Brixmor Property Group Inc. (NYSE: BRX), joined the REIT Report podcast to highlight the positive environment for open-air retail—supported by consumer resilience and strong tenant performance—and the REIT’s ongoing efforts to reposition assets to capitalize on those...
-
Truist Securities’ Barry Jonas on the Appeal of Gaming REITs to Investors
Barry Jonas, managing director at Truist Securities, joined the REIT Report to discuss the gaming REIT sector, highlighting its acceptance as an asset class that provides a safe, secure rental stream He noted that when the sector first emerged about 10-15 years ago, “it was seen as an orphan and...
-
Yardi’s Randy Moss on the Link Between Regulatory Changes, Rising Energy Costs, NAV
Randy Moss, industry principal at Yardi, joined the REIT Report podcast to discuss the relationship between regulatory changes, rising energy costs, and net asset value (NAV), as well as how improving energy and utility data quality can reduce risk and support stronger REIT valuations. Yardi is a...
-
AEW’s Mike Acton Says Fundamental Property Investment, Asset Management Essential
Mike Acton, head of research and strategy at AEW, told the REIT Report podcast that with interest rates remaining high, and likely to stay that way for some time to come, the next couple of years for real estate are going to be all about income growth. That income growth is going to be generated...
-
Principal’s Rich Hill on REITs’ Transition from Recovery to Expansion
Rich Hill, Global Head of Research and Strategy at Principal Asset Management, told the REIT Report podcast that the REIT market’s transition from recovery into expansion is an important signal that indicates the path forward for the broader commercial real estate market. REIT gains so far in…
more -
Nareit’s Ed Pierzak Sees Strong Momentum for REITs in 2026 and Beyond
Nareit Senior Vice President for Research Ed Pierzak joined the REIT Report podcast to review key themes of Nareit’s 2026 mid-year update. He noted that REITs have maintained their outperformance so far this year, with all but two sectors posting gains, and pointed to “really strong momentum” for...
-
Multifamily REIT UDR CFO on Adopting Monthly Dividends, Record Low Turnover
Dave Bragg, CFO at UDR, Inc. (NYSE: UDR), joined the REIT Report podcast to discuss the multifamily REIT’s decision to adopt a monthly dividend, its strategic focus on operational excellence, and the current state of the multifamily real estate market. Bragg noted that adopting a monthly dividend...
-
Barclay’s Brendan Lynch on Data Center REITs’ Extended Growth Opportunity Amid AI Demand
Brendan Lynch, co-head of U.S. equity REIT research at Barclays, discussed data center REITs on the latest REIT Report episode, noting that the sector is rebounding as enterprise AI demand accelerates, leasing pipelines grow, and investors seek more direct exposure. Lynch said the recent…
more -
Kimco Realty’s David Bujnicki on Navigating Today’s Shifting IR Landscape
David Bujnicki, senior vice president of investor relations and strategy at Kimco Realty(NYSE: KIM), joined the REIT Report podcast to discuss the significant changes that have occurred across the investor relations landscape. The importance of understanding your audience, leveraging technology,...
-
Lamar Advertising CFO on Digital Strategy, Local Market Strength, OOH Opportunity
Jay Johnson, CFO and treasurer at Lamar Advertising Company (Nasdaq: LAMR), joined the REIT Report podcast to discuss the state of out-of-home (OOH) advertising, where Lamar sees new growth potential, the importance of serving local as well as national clients, the growing share of digital...
-
Deloitte’s Jonathan Keith Says CRE Investors Should Remain Nimble as M&A Conditions Shift
Jonathan Keith, managing director at Deloitte & Touche LLP, joined the REIT Report podcast to discuss how, as commercial real estate M&A activity evolves, investors must remain agile and informed. By understanding market trends, focusing on sector-specific opportunities, and considering...
-
Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease
Adam Kramer, vice president of equity research at Morgan Stanley, joined the REIT Report podcast to discuss developments in the multifamily REIT sector. While factors such as geopolitical tensions, elevated interest rates, and policy uncertainty have contributed to caution in the market, Kramer...
-
IREI’s Geoffrey Dohrmann Says Investor Capital Remains Cautious, But Curiosity Returning
Geoffrey Dohrmann, founder, chairman, and CEO of Institutional Real Estate Inc. (IREI) joined the REIT Report podcast to discuss how institutional investors are navigating the changing landscape of real estate allocations amidst a prolonged period of market uncertainty. “There’s a pricing reset...
-
PwC’s Tim Bodner Sees Volatility Impacting Pace, Not Direction, of CRE Recovery
Tim Bodner, global and real estate deals leader at PwC, told the REIT Report podcast that the commercial real estate environment is marked by cautious optimism, with investors increasingly focused on how quickly to deploy capital as macro volatility impacts the pace, rather than the direction, of...
-
Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption
Seth Laughlin, head of real estate strategy & research at Cohen & Steers, joined the REIT Report podcast to discuss key forces shaping REIT and listed real estate performance today, including the importance of sector positioning amid an economy facing accelerated disruptions. Citing “massive”...
-
How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource
In this special episode of the REIT Report, Bridget Bray, director of partnerships at Power TakeOff, joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to discuss how the company delivers utility-funded Virtual Commissioning (VCx) programs across…
more -
Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle
Vikram Malhotra, managing director, real estate equities at Mizuho, joined the REIT Report to review trends in the industrial/logistics REIT sector. Despite some softness in the first quarter, a new upcycle remains in place, with big box demand playing a key role, he said. Warehouses of over...
-
KBS’s Marc DeLuca Sees Capital Market Reset Underway for Commercial Real Estate
Marc DeLuca, CEO and Eastern regional president of KBS, and chairman of the board at KBS REIT III, joined the latest episode of the REIT Report to discuss how the current market cycle presents a unique challenge, particularly regarding capital availability and costs. Today's environment resembles…
more -
REIT Leadership Expectations Shifting Amid More Complex Environment: Ferguson Partners
Courtney Calinog, senior director, and Mike Cordingley, managing director at Ferguson Partners, joined the REIT Report podcast to discuss how leadership expectations for REIT CEOs are shifting in a more complex, capital-constrained environment. Based on conversations with CEOs and senior...
-
J.P. Morgan's Pulkit Sharma on How REITs Play Complementary Role in Diversified Portfolios
Pulkit Sharma, head of J.P. Morgan Asset Management’s Alternatives Investment Strategy and Solutions (AISS) business, joined the REIT Report podcast to review the evolving landscape of real estate investing, emphasizing the benefits of diversified portfolios that combine public and private...
-
Easterly Ranger’s Peter Zabierek Says Complex CRE Backdrop Creates Opportunity for Selective Investors
Peter Zabierek, senior portfolio manager at Easterly Ranger, joined the REIT Report podcast to discuss some of the complexities of the current real estate market in which “the easy answers are gone,” but where more opportunities exist for investors who can be selective. “It's less about broad...
-
Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic
Michael Bellisario, senior research analyst at Baird, joined the REIT Report to review the outlook for the lodging and hotel REIT sector in 2026, focusing on demand trends, the impact of major events like the World Cup, and strategies for maintaining occupancy and navigating market challenges....
-
CenterSquare’s Todd Briddell Highlights Alpha Opportunity, Innovation in REIT Market
CenterSquare Investment Management CEO Todd Briddell joined the REIT Report podcast to discuss the evolution of the firm’s REIT strategy during the past 30 years, the impact of market volatility and adjustments, AI and data assimilation in real estate, public versus private real estate market...
-
Hazelview Investments' Sam Sahn Sees Uptick in Investor Appetite for REITs
Sam Sahn, managing partner and portfolio manager at Hazelview Investments, joined the REIT Report podcast to discuss the opportunity set within public real estate. He pointed to an uptick in investor interest in REITs after a number of years of negative sentiment, and noted that fundamentals are...
-
Gensler’s Diane Hoskins on Creating Value by Investing in Experience-Driven Assets
Diane Hoskins, global co-chair at international architecture and design firm Gensler, joined the REIT Report podcast to review themes from Gensler’s 2026 design forecast. The impact of AI on design processes, the importance of human experience in architecture, and the evolving needs of workplace...
-
Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents
Michael Knott, head of U.S. REIT research at Green Street, told the REIT Report podcast that REITs have enjoyed a number of tailwinds so far this year, including an AI-driven selloff across broader markets, lower interest rates, and strong access to debt capital. He described it as “a little bit…
more -
REIT Investor & Author Jussi Askola on Sector’s Advantages Versus Private Real Estate
Jussi Askola, president of Leonberg and author of the recently published book The REIT Advantage, joined the REIT Report podcast to share why he believes REITs typically offer a better investment option than private real estate. While acknowledging the benefits of a mix of public and private real...
-
First Street’s Jeremy Porter Urges Holistic Approach to Assessing Climate Risk Impact
Jeremy Porter, chief economist at First Street, joined the REIT Report podcast to discuss the evolving landscape of climate risk and its significant impact on corporate operations and financial performance. Porter explained how physical climate risk now propagates through assets, suppliers,...
-
Citi Global Real Estate Team Sees Higher Returns, More Positive Supply Outlook in 2026
Three members of Citi’s global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outlooks and sector performance. Citi’s overall…
more -
CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate
Henry Chin, global head of research at CBRE, joined the latest episode of the REIT Report podcast to review key themes for commercial real estate investing in 2026. Chin highlighted strong investor sentiment towards the sector, an expected increase in investment activity, the dynamics of supply…
more -
mREITs Operating in Healthy Risk-Return Environment: Green Street’s Harsh Hemnani
Harsh Hemnani, senior debt research analyst at Green Street, joined the REIT Report podcast to review current trends across the commercial and residential mortgage REIT (mREIT) sector. Hemnani discussed the size and breakdown of the mREIT market, the current operating environment, macroeconomic...
-
BREEAM Sees Growing Need for Data to Ensure Sustainability Performance Matches Investment Thesis
Breana Wheeler, director of U.S. operations at BREEAM, joined the REIT Report to discuss the evolving landscape of sustainability in real estate, including how investor expectations are shifting to performance-based frameworks that emphasize data and measurable outcomes. BREEAM is a Nareit Real...
-
REITs Set for Growth Amid Favorable Supply, Rate Backdrop: AEW’s Gina Szymanski
Gina Szymanski, chief investment officer at AEW Capital Management’s global securities business, joined the latest episode of the REIT Report to share her insights into the year ahead. She noted that REITs are facing a favorable macroeconomic backdrop marked by good demand, moderating supply, and...
-
Prologis Sees Greater Focus on Supply Chain Adaptability in 2026
Melinda McLaughlin, global head of research at Prologis, Inc. (NYSE: PLD), joined the REIT Report to review major supply chain trends expected for 2026. McLaughlin discussed the performance of international logistics markets, the impact of e-commerce on leasing demand, the growing power needs of...
-
REITs Positioned to Embark on Growth Journey in 2026
Nareit’s Senior Vice President for Research Ed Pierzak and Nareit Vice President for Index Management and Industry Information John Barwick joined the REIT Report to highlight key themes and trends in Nareit’s 2026 REIT Outlook. Pierzak discussed the dual divergences at play between REITs and...
-
Office REIT Leasing Activity Points to Earnings Momentum Ahead
Ronald Kamdem, head of U.S. REITs and commercial real estate research at Morgan Stanley, joined the REIT Report podcast to discuss current performance in the office REIT sector and how it is positioned for 2026. Kamdem spoke about the recovery of the office market post-pandemic, highlighting...
-
PwC/ULI 2026 Real Estate Outlook Highlights Shift to Asset, Submarket Level Focus
Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away from a sector-based investment focus to one that drills...
-
REITs at 65: Phillips Edison CEO Says Aggressive Growth Possible Because of REIT Structure
Jeff Edison, chairman and CEO of Phillips Edison & Co., Inc. (Nasdaq: PECO), joined the REIT Report to celebrate 65 years of REITs. He noted how the REIT structure has allowed PECO to efficiently raise capital in both the retail and institutional markets, enabling it to pursue aggressive growth…
more
About this show
A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders.
Hosted by
Nareit
Categories