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All Episodes

Nareit's REIT Report Podcast — 510 episodes

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Title
1

Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption

2

How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource

3

Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle

4

KBS’s Marc DeLuca Sees Capital Market Reset Underway for Commercial Real Estate

5

REIT Leadership Expectations Shifting Amid More Complex Environment: Ferguson Partners

6

J.P. Morgan's Pulkit Sharma on How REITs Play Complementary Role in Diversified Portfolios

7

Easterly Ranger’s Peter Zabierek Says Complex CRE Backdrop Creates Opportunity for Selective Investors

8

Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic

9

CenterSquare’s Todd Briddell Highlights Alpha Opportunity, Innovation in REIT Market

10

Hazelview Investments' Sam Sahn Sees Uptick in Investor Appetite for REITs

11

Gensler’s Diane Hoskins on Creating Value by Investing in Experience-Driven Assets

12

Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents

13

REIT Investor & Author Jussi Askola on Sector’s Advantages Versus Private Real Estate

14

First Street’s Jeremy Porter Urges Holistic Approach to Assessing Climate Risk Impact

15

Citi Global Real Estate Team Sees Higher Returns, More Positive Supply Outlook in 2026

16

CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate

17

mREITs Operating in Healthy Risk-Return Environment: Green Street’s Harsh Hemnani

18

BREEAM Sees Growing Need for Data to Ensure Sustainability Performance Matches Investment Thesis

19

REITs Set for Growth Amid Favorable Supply, Rate Backdrop: AEW’s Gina Szymanski

20

Prologis Sees Greater Focus on Supply Chain Adaptability in 2026

21

REITs Positioned to Embark on Growth Journey in 2026

22

Office REIT Leasing Activity Points to Earnings Momentum Ahead

23

PwC/ULI 2026 Real Estate Outlook Highlights Shift to Asset, Submarket Level Focus

24

REITs at 65: Phillips Edison CEO Says Aggressive Growth Possible Because of REIT Structure

25

AEW’s Mike Acton says Real Estate Provides Anchor Amid Elevated Tech Valuations

26

Millrose Properties CEO on Modern Land Banking & Capital Efficiency

27

Institutional Real Estate Investor Market Conviction Points to Increased Capital Deployment

28

SPECIAL EPISODE: Yardi’s Randy Moss on Challenges Facing Real Estate Energy Management Reporting

29

REIT M&A Activity Signals Investor Comfort with Current Valuations: Green Street

30

Fermi IPO Points to Key Role for REITs in Powering AI Buildout: Hogan Lovells

31

Deloitte’s Brian Ruben Says Tech Fluency Among Key Requirements for REIT Boards

32

Bouwinvest Uses Global Listed Real Estate to Tap Compelling Sectors, Geographies

33

Hudson Pacific CEO Optimistic on West Coast Office Rebound, Studio Upside Potential

34

Deloitte 2026 Commercial Real Estate Outlook Points to Increased Global Investment

35

DigitalBridge Sees “Rich and Diverse” Opportunity Set in REIT Market

36

Fed Rate Cut Likely to Spur Capital Inflow into Real Estate: CenterSquare

37

Hogan Lovells Partner Says REIT Resilience Points to Potential Uptick in Transactions

38

Newmark’s Chad Lavender Sees Strong Momentum in REIT Capital Markets

39

REITs and AI: How to Evaluate AI Pilots, Partnerships & Capabilities

40

Armada Hoffler Sees Robust Office Demand, Value Opportunities Across Portfolio

41

Deloitte Sees Acceleration of Real Estate Investment in Alternative Property Types

42

SPECIAL EPISODE: Building Resilient Energy Systems

43

REITs and AI: How to Integrate AI into Existing Workflows

44

SPECIAL EPISODE: Accelerating Capital Investments in Property Resilience

45

DLA Piper’s Bryan Connolly Sees Emerging Positivity Among Real Estate Leaders

46

SPECIAL EPISODE: Translating Climate Risk Data into Actionable Building Intelligence

47

CBRE Says Office Tenant Experience More Important Than Ever

48

Principal’s Rich Hill Says Listed REITs Optimize Private Real Estate Portfolios

49

Mid-Year Update: REITs Weather Volatility, Positioned for Growth

50

REITs and AI: How to Harness AI to Ensure Longevity & Continued Sector Leadership

51

Russell Investments on Using REITs to Access Modern Economy Real Estate

52

Kimco CEO Conor Flynn on the Continuing Evolution of the Open-Air Shopping Center

53

Chilton’s Matt Werner on Benefits of an Active REIT Strategy in Volatile Markets

54

PwC’s Tim Bodner Sees “Fairly Robust” Transaction Activity Across REIT Sectors

55

Sila Realty Trust CEO Sees Opportunity to Scale Growth with High Quality Assets

56

SPECIAL EPISODE: The Human Impact of Extreme Weather Events

57

CenterSquare Sees REITs as Attractive in Current Economic Environment

58

Episode 494: SPECIAL EPISODE - Investments in Property Resilience Benefit Many

59

Episode 493: AvalonBay on Repurposing & Revitalizing Communities Through Development

60

Episode 492: SPECIAL EPISODE - Using Climate Risk Data to Drive Decision Making

61

Episode 491: Easterly CEO Says Government Restructuring Efforts a Tailwind for Growth

62

Episode 490: SageWater COO on How Infrastructure Solutions Protect Multifamily Assets & Investment - Sponsored Podcast

63

Episode 489: Morgan Stanley CFPs Say Discipline is Key to Long Term Investing

64

Episode 488: Jasper Street's Rob Main on REITs and the Reporting Landscape

65

Episode 447: Green Street Sees REITs as a “Relative Safe Haven” Amid Market Volatility

66

Episode 446: Piedmont CFO Sherry Rexroad Sees Capital Markets Easing in Second Half of 2025

67

Episode 445: Mizuho’s Vikram Malhotra on Real Estate Implications of Growing Senior Population

68

Episode 444: Nareit Hawaii Executive Director on Making the State a Better Place for Future Generations

69

Episode 443: Cohen & Steers’ Ji Zhang Sees Scope for REITs to Outperform Equities

70

Episode 442: Uptick in REIT Leadership Transitions Expected to Continue: Ferguson Partners

71

Episode 441: REIT Performance Over 25-Year Period Warrants Inclusion in Investment Portfolios: CEM

72

Episode 440: Prologis Sees Rebalance of Logistics Real Estate Supply & Demand in 2025

73

Episode 439: JLL Income Property Trust’s Allan Swaringen Sees Continued Growth for NAV REITs

74

Episode 438: Citi Global Real Estate Outlook Sees Mix of Regional Trends in Play for 2025

75

Episode 437: CBRE’s Richard Barkham Sees New Real Estate Cycle Emerging in 2025

76

Episode 436: Nareit’s Abby McCarthy on the Benefits REITs Offer to Investment Portfolios

77

Episode 435: JLL’s Sher Hafeez Sees Potential for Strategic Transactions by REITs in 2025

78

Episode 434: REIT Access to Debt Markets, Ability to Issue Equity, Points to Growth Opportunities in 2025

79

Episode 433: SPECIAL EPISODE: U.S. CRE Contributes to the Global Discussion on Climate Risk

80

Episode 432: REIT Premiums Could Spark Vigorous Deployment of Capital in Some Sectors: Green Street

81

Episode 431: Institutional Real Estate Investors Boost REIT Allocations in Latest Hodes Weill Survey

82

Episode 430: Commercial Real Estate on Cusp of Next Upturn: PwC

83

Episode 429: SPECIAL EPISODE: CRE Provides Lessons Learned on Building Performance Standard Regulations

84

Episode 428: Deloitte 2025 CRE Outlook Points to “Major Boost” in Optimistic Sentiment

85

Episode 427: Top-Down Recovery Evident in Office Sector: JLL

86

Episode 426: Nareit 2024 Compensation Survey Shows Voluntary Turnover Fluidity Starting to Stabilize

87

Episode 425: EY’s Brandon Pizzola Says REIT Industry’s Economic Footprint Continues to Grow

88

Episode 424: Principal’s Todd Kellenberger Says Rate Cuts Likely to Boost REIT Property Values

89

Episode 423: AEW’s Mike Acton Sees CRE Investors Adopting Micro Focus on Assets, Location

90

Episode 422: Phillips Edison, Cohen & Steers Join Forces in Grocery-Anchored Retail Shopping Sector

91

Episode 421: Teacher Retirement System of Texas Directors Share Tactical REIT Investment Strategy

92

Episode 420: Single Family Rental REITs Playing Growing Role in Boosting Housing Supply

93

Episode 419: Ashley Fox and Empify Working to Educate Broader Investor Base on Accessibility, Benefits of REITs

94

Episode 418: SPECIAL EPISODE: USGBC’s Journey to Support Decarbonization of the Built Environment

95

Episode 417: Moody’s Sees Digital Realty, Equinix Capital Investment Levels Remaining Elevated

96

Episode 416: Two Decades After IPO, Extra Space Storage CFO Says Growth “in our DNA”

97

Episode 415: EPRA CEO Sees Opportunities, Challenges for European Real Estate Amid New Political Landscape

98

Episode 414: J.P. Morgan’s Chad Tredway Sees “Great Entry Point” for Real Estate Investment

99

Episode 413: Hogan Lovells’ David Bonser Says Access to Capital Supporting Public REITs in Second Half

100

Episode 412: SPECIAL EPISODE: Unlocking Clean Energy Supply Through Utility Grid Expansion and Improvement

101

Episode 411: LaSalle’s Brian Klinksiek Sees Potential of New Golden Era for REITs

102

Episode 410: Nareit’s Mid-Year Outlook Highlights Strong REIT Operational Performance

103

Episode 409: PwC’s Tim Bodner Sees Dynamic Real Estate Market Adapting to New Economic Realities

104

Episode 408: REIT Balance Sheets Give “Luxury of Time” Until Interest Rates Adjust: AEW’s Gina Szymanski

105

Episode 407: Vibrant Mixed-Use Districts Key to Urban Revitalization: CBRE

106

Episode 406: Host Hotels “Really Well Positioned” to Continue Acquiring in 2024

107

Episode 405: DLA Piper 2024 Global Real Estate Survey Points to Mood of Cautious Optimism

108

Episode 404: Deloitte’s Jonathan Keith Sees Delayed Uptick in M&A Transaction Activity

109

Episode 403: SPECIAL EPISODE: DOE Better Buildings Initiative’s Support for Building Sector Decarbonization

110

Episode 402: Ranger Global’s Todd Voigt Sees Buying Opportunities for REITs Amid Market Volatility

111

Episode 401: Global Real Estate Professors Say Executive Training Program Fills Gap for Mid-Career Professionals

112

Episode 400: JBG SMITH’s Matt Kelly on Placemaking and Striking the Right Balance Across Communities

113

Episode 399: American Century Investments’ Steven Brown Sees Improved REIT Earnings in 2024 & 2025

114

Episode 398: SPECIAL EPISODE: BXP’s Ben Myers on Electrifying the Built Environment

115

Episode 397: Chilton Capital Management on Why REITs Stand to Benefit from Capex Spending

116

Episode 396: DigitalBridge on Digital Infrastructure as Real Estate for the Modern Economy

117

Episode 395: CBRE IM’s Elisabeth Troni on Deciding to Add Listed REITs to a Global Investment Strategy

118

Episode 394: Raymond James’ Steve Loffman on REIT Capital Market Trends

119

Episode 393: SPECIAL EPISODE: Empire State Realty Trust Makes the Business Case for Decarbonization Strategy

120

Episode 392: More Private Real Estate Likely to Shift to Public Over Time: Nareit’s Tony Edwards

121

Episode 391: Citi Global Real Estate Outlook Sees Stock Picking as Key Theme in 2024

122

Episode 390: Life Sciences Real Estate Market Looking More Positive After Challenging 2023: JLL

123

Episode 389: REIT Valuations Look Attractive Amid Favorable Macro Backdrop: Morgan Stanley

124

Episode 388: Cohen & Steers Launches Tool to Aid Investor Real Estate Allocation Decisions

125

Episode 387: REITs Well-Positioned to Navigate and Potentially Thrive in 2024’s Higher Interest Rate Environment

126

Episode 386: RCLCO Fund Advisors Says U.S. Institutional Investors Under-Allocating to REITs

127

Episode 385: Extra Space Storage Focusing on Fundamentals in 2024 After Hectic 2023

128

Episode 384: Real Estate Investors Adjusting to New Ways to Add Value, Profitability in Changed Environment: PwC

129

Episode 383: Creating a Neuroinclusive Work Environment is “Good Business for Everybody”

130

Episode 382: Institutional Real Estate Investors Largely Sidelined for Now; See REITs as Complementing Strategy

131

Episode 381: American Tower CEO Says Global Presence Fosters Connectivity in Responsible, Equitable, Sustainable Way

132

Episode 380: Modiv Industrial Sees Upside Potential in Mission-Critical Manufacturing Facilities

133

Episode 379: REIT Fundamentals Remain Strong Ahead of Third Quarter Earnings

134

Episode 378: REIT Scale and Cost of Capital Advantages Enhanced by PropTech

135

Episode 377: New Research Shows REITs Historically Outperform Private Real Estate on Sustainability Performance

136

Episode 376: Listed REITs Offer a Compelling Opportunity Versus Equities, Private Real Estate: Principal

137

Episode 375: Safehold CIO Says Modern Ground Lease Concept “Here to Stay”

138

Episode 374: Life Sciences Industry No Longer Confined to Coastal Markets: JLL

139

Episode 373: Real Estate Roundtable says CRE Playing Key Role in Success of Federal Climate Programs

140

Episode 372: CBRE Says Global Real Estate Investors Remain Cautious as Cross-Border Capital Flows Drop in First Half

141

Episode 371: Actively Managed Funds’ Allocations Shed Light on REIT Market Performance

142

Episode 370: REITs Well Prepared to Navigate Ongoing Economic, Capital Market Uncertainty at Mid-Year

143

Episode 369: Management Consultant Says REITs Should Hone Their Story to Engage Investors

144

Episode 368: Tower REITs Gaining Important Underlying Cash Flow Driver from 5G Deployment: Invesco

145

Episode 367: Stability of Underlying Property Sector Trends is Key to Real Estate Deal Activity: PwC

146

Episode 366: Top-Tier Office Properties Experiencing Continued Rent Growth: CBRE

147

Episode 365: SPECIAL EPISODE: Norges Bank Says Real Estate Facing “Tremendous Pressure” to Decarbonize

148

Episode 364: COAERS Seeing Increased Diversification, Liquidity, Returns from REIT Completion Strategy

149

Episode 363: Time is Right to Increase Exposure to REITs and Listed Real Estate: DWS

150

Episode 362: REITs Likely to Outperform Equities and Private Real Estate Once Fed Rate Hike Cycle Ends

151

Episode 361: Listed Real Estate Offers Investors Ready Access to Specialty Property Types

152

Episode 360: Alexander & Baldwin CEO Says Right Time for Transition as REIT Nears Completion of Transformation

153

Episode 359: Global Emerging Market Real Estate Fund Finds Opportunities from Rapid Urbanization Trends

154

Episode 358: REITs Set to Benefit from Prior Repricing, Anticipated Pause in Rate Hikes

155

Episode 357: REITs Likely to Attract Growing Interest from Private Real Estate Funds

156

Episode 356: Columbia Threadneedle Launches ETF Amid Signs of Maintained or Increased Real Estate Allocations

157

Episode 355: REITs Increasingly Adopting Practices That Offer Visibility into Their Environmental, Social Performance

158

Episode 354: Championing DEI Change Requires Organizations to Take Multi-Pronged Approach

159

Episode 353: Life Sciences Market Being Driven by Late Stage Clinical Pipeline, CBRE Says

160

Episode 352: Residential REITs Benefitting from Strong Balance Sheets and Leasing Tailwinds

161

Episode 351: Farmland Partners CEO Sees “Huge Potential” to Grow Asset Class

162

Episode 350: Essex CEO Mike Schall Reflects on Finding the “Right Investments in the Right Place”

163

Episode 349: NMHC President Says Demand for More Housing is “As Far as the Eye Can See”

164

Episode 348: Dynex Capital Maintaining Flexible Mindset, Strong Liquidity Amid Current Uncertainty

165

Episode 347: Investors Should Prioritize Listed Real Estate Market Over Private: LaSalle

166

Episode 346: REITs Offer Protection Against High and Moderate Inflation

167

Episode 345: Citi Analysts see Opportunities Amidst Uncertainty Across Global Real Estate Markets in 2023

168

Episode 344: Nareit’s Ayris Scales says REITs Undertaking “Critical” Work to Better Reflect Diverse Demographics

169

Episode 343: Cohen & Steers’ Rich Hill Says Timing is Right for Building Exposure to REITs

170

Episode 342: Real Estate Capital Markets Recovery Likely Around Mid-2023: CBRE

171

Episode 341: New Initiative Aims to Launch Ethnically Diverse Students into Real Estate Careers

172

Episode 340: REITs Well Positioned to Navigate Economic and Market Uncertainty of 2023

173

Episode 339: Retrofitting Buildings Seen as Essential Step to Reaching Net Zero Emissions Goals

174

Episode 338: Real Estate Investors Await Better Price Discovery Before Committing to the Market

175

Episode 337: GRESB’s Dan Winters Expects REIT Scores to Increase in Coming Years

176

Episode 336: Newly-Rebranded Elme Communities Sees Significant Demand from Mid-Market Renters

177

Episode 335: REITs Look Increasingly to International Markets for Life Sciences Exposure

178

Episode 334: Healthy Building Environments Seen as “Table Stakes” for Tenants & Investors

179

Episode 333: PropTech Seeing Increased Investment, Faster Deployment Across Real Estate Industry

180

Episode 332: Deloitte Outlook Shows CFOs Expect Real Estate Revenues to Come Under Pressure

181

Episode 331: American Tower Executive Sees Industry Collaboration as Essential for Achieving ESG Results

182

Episode 330: Inflation Reduction Act Offers New Energy-Related Provisions for REITs

183

Episode 329: Strong Board/Management Partnership Benefits REIT Performance Long Term

184

Episode 328: Green Street Says Investors Should Prioritize Public Real Estate in Current Volatility

185

Episode 327: PREIT CEO Says Sale of Unproductive Assets Positions Company Well for Future Growth

186

Episode 326: Real Estate Deal Activity Focusing More on Experiential-Oriented Sectors

187

Episode 325: Measurabl CEO Says Real Estate has “Tremendous” Leadership Opportunity to Advance Sustainability

188

Episode 324: Affordable Housing Crisis Not Just a Lower Income Phenomena, Former Fannie Mae Exec Says

189

Episode 323: Lodging Real Estate Sector Fundamentals Healthy, but Margins Softening

190

Episode 322: Phillips Edison Seeing Strong Operating Environment in Grocery-Anchored Shopping Segment

191

Episode 321: Commercial Real Estate Providing Buffer Against Inflation Pressures: Nuveen

192

Episode 320: Macerich CEO Says Consumers Largely Confident, Despite Current Uncertainty

193

Episode 319: Commercial Real Estate Seen as Good Option in Times of Inflation, Geopolitical Conflict

194

Episode 318: Global Investment in U.S. Real Estate at Strongest-Ever Level

195

Episode 317: Human Capital Strategies Key as Real Estate Industry Faces Skills Gap

196

Episode 316: Return to Office to Take Rest of 2022 to Take Hold

197

Episode 315: Angel Oak Sees Growth Opportunity as Non-Qualified Mortgage Segment Reverts to Historical Norms

198

Episode 314: Business Models Seen as Central to Corporate Performance & Wealth Creation

199

Episode 313: Non-Traded Alternative Investments Market Could Reach $250 Billion Within Next 5 Years

200

Episode 312: Residential Real Estate Seeing Strong Supply-Demand Backdrop: Fund Manager

201

Episode 311: SEC Climate Change Disclosure Proposals Seen as First Step in Finding the Right Regulatory Balance

202

Episode 310: Camden Property Trust COO Says Pandemic Amplified the Importance of Gender Equity, Diversity

203

Episode 309: Invitation Homes Expanding Choice in Housing Market Through Pathway Homes Investment

204

Episode 308: Progress on DEI Requires Committed Leadership, Statements Backed by Action

205

Episode 307: Long-Term Interest Rates to Remain Very Favorable for Commercial Real Estate

206

Episode 306: Hotel Transaction Activity Expected to be “Incredibly Strong” in 2022

207

Episode 305: Farmland Investment Offers Stability, Good Returns, Inflation Hedge Benefits

208

Episode 304: Data Center Sector Promoting Renewable Energy Use Across the Electric Grid

209

Episode 303: Prologis sees Multi-Year Tailwinds from Efforts to Rebuild Inventory Levels

210

Episode 302: American Finance Trust Strengthens Commitment to Brick and Mortar Retail

211

Episode 301: REIT Industry Seeing Ample Capital, Rising Rents, & Elevated Asset Values at Year-End

212

Episode 300: Economy on Sound Footing Entering 2022, Providing Solid Backdrop for REIT Performance

213

Episode 299: REIT M&A Boosted by Price Recovery, Attractive Financing, & Renewed Activist Pressure

214

Episode 298: Pebblebrook CEO Says Lodging Sector Showing a Varied Recovery Path

215

Episode 297: Real Estate Industry Must Tackle Carbon Reduction Collectively or Face Government Mandate

216

Episode 296: Prologis Addressing Heightened Need for Logistics Labor and Talent

217

Episode 295: Farmland Real Estate Offers “Great Hedge” in Balanced Portfolios: Green Street

218

Episode 294: Real Estate Fundamentals, Supported by GDP and Job Growth, Look “Very Favorable”: Portfolio Manager

219

Episode 293: REIT Veteran Jonathan Morris Offers Deep Dive into Industry with New REIT Academy Platform

220

Episode 292: Homeowners Should Broaden Investment Outlook to Include Commercial Real Estate

221

Episode 291: REITs Convincingly Outperform Private Equity Real Estate Funds, Research Finds

222

Episode 290: SPECIAL EPISODE: REITs Can Help Institutional Investors Gain Access to New Economy Property Sectors, Says Principal Real Estate Investors Portfolio Manager

223

Episode 289: Technology Changing Traditional Concepts of Industrial Real Estate

224

Episode 288: Korn Ferry Recruiter Sees “Unprecedented” Demand for Sustainability and ESG Talent

225

Episode 287: Recovery in Leisure Travel Segment Continues in Face of COVID Variant Concerns

226

Episode 286: Conditions Healthy for Real Estate Investment, Global CIO Carly Tripp Says

227

Episode 285: REIT M&A Activity Underscores Resiliency of Real Estate, Deloitte Says

228

Episode 284: Mass Transit Reliance Playing Key Role in Office Re-Population

229

Episode 283: Real Estate Deal Activity Accelerating in Sectors with Strong Macro Tailwinds

230

Episode 282: U.S. REITs Have Moved Past COVID “Very Distinctly”: Green Street

231

Episode 281: High-Quality New York Office Real Estate Assets Continuing to Attract Investment

232

Episode 280: SPECIAL EPISODE: Robert L. Johnson Shares His Philosophy on Leadership in Business and the Black Community

233

Episode 279: REIT ESG Data Improving in Quantity and Quality, But Standardization Issues Remain

234

Episode 278: Industry Experts Publish First Academically-Focused Textbook on REIT Investment

235

Episode 277: Safehold CEO Says Strong Rent Coverage, New Credit Ratings Position REIT for Growth

236

Episode 276: Clubhouse Emerging as New Social Media Platform for Real Estate Sector Education & Networking

237

Episode 275: REIT Recovery From the Worst of the Pandemic Underway, Nareit T-Tracker Shows

238

Episode 274: TIGER 21 Founder Says Performance Differences Across Real Estate Have Never Been Greater

239

Episode 273: SPECIAL EPISODE: Pension Consultant Sees Growing Interest in Portfolio Completion Strategies Using REITs

240

Episode 272: Data Centers in Leadership Position on Climate Change

241

Episode 271: SPECIAL EPISODE: Past Segregation Policies Continue to Weigh on Black Community Today, Author Says

242

Episode 270: REITs Expected to Take Keener Interest in SPAC Structure Going Forward

243

Episode 269: GDP in Q4 Highlights Pandemic’s Continued Impact on Services Sector

244

Episode 268: Recovery for Economy and Commercial Real Estate Backloaded to Second Half of 2021

245

Episode 267: INDUS Realty CEO Sees Growing Demand as Supply Chains Adjust and Economy Continues to Grow

246

Episode 266: Nareit Leader in the Light Awards Demonstrate How REITs Stepped Up to Face Pandemic Challenges

247

Episode 265: Prologis Sees Increased Automation Helping to Create More Resilient Supply Chains

248

Episode 264: New Howard Hughes CEO Sees “Unparalleled Opportunity” to Drive NAV Growth

249

Episode 263: Recent Real Estate Valuations Point to More Confidence in Recovery Next Year

250

Episode 262: How the City of Austin’s Pension Plan Implemented a Portfolio Completion Strategy Using REITs

251

Episode 261: STORE Capital’s Mary Fedewa Says Net Lease REIT has Just Begun to Tap Potential Growth Opportunities

252

Vaccine Optimism Pushes REITs to Highest Levels Since Start of Pandemic

253

DLA Piper Survey Cites Capital Looking to Invest in Real Estate as Reason for Optimism

254

Gaming REITs Likely to See Increased Downside Protection from Growth in iGaming

255

GDP Surges in Q3, But Still Below Year-Earlier

256

Retail Sales Figures Point to Potentially Robust Holiday Sales Season

257

REIT Market Volatility Creating Potential for Opportunistic Investment

258

September Jobs Report Raises Concerns Over Pace of Economic Recovery

259

Nareit Rent Collection Surveys from Past Half-Year Highlight Resiliency of REITs During Crisis

260

Flexibility is Key to Future-Proof Commercial Real Estate for the Next Decade

261

Economic News Pointing to Ongoing Broad Recovery

262

Nuveen Chief Investment Officer Sees Widening Spread Between Property Sectors in Second Half

263

August Jobs Report Shows Economic Recovery Still on Track

264

Cedar Realty Trust COO Sees Long-Term Appeal of Urban Gathering Places

265

Continued Signs of Economic Resilience Providing Firm Backdrop for Commercial Real Estate

266

Brookfield Portfolio Manager Says Trends Triggered by Coronavirus May Not Be Permanent

267

REIT Operating Performance Points to Upside Potential in the Year Ahead

268

VICI Properties “Back on the Offensive,” CEO Says

269

Retail Sales Continued to Rebound in July, Supporting Retail REITs

270

Boston, San Diego, San Francisco Continue to Top Life Science Venture Capital Investment

271

Latest Economic News Mostly Positive, But Highlights Need for Additional Stimulus Measures

272

Duke Realty Executives Reflect on Lessons Learned on the ESG Journey

273

Record Decline in GDP was Concentrated in a Few Areas, Bolstering Outlook for Recovery

274

Real Estate Deal Activity Falls in First Half; Recovery Possible by Q4: PwC

275

Innovation in Office Sector Only Going to Accelerate Post-COVID

276

Housing Data Point to Economy’s Underlying Strength, Assuming Continued Reopening

277

Economic Data Show Potential for Rebound, But Dependent on Continued Reopening

278

Family Rental Housing Segment Plays Key Future Role, ULI Expert Says

279

New State Closures Place Additional Strain on REIT Tenants

280

REITs, Economy Remain Under Pressure as Coronavirus Case Numbers Climb

281

REIT Valuation Levels Attracting Investor Attention

282

June Employment Numbers Show Commercial Real Estate Heading in Right Direction

283

Federal Reserve Limits Bank Dividends, Buybacks, But Sees Banks as Well Capitalized to Support Recovery

284

REITs Facing Mixed Picture as Economic Recovery Contends with COVID-19 Concerns

285

REITs Bolstered by Stimulus Measures, Functioning Capital Markets, & Broad Array of Financing Options

286

REITs in Push-Pull Situation Between Efforts to Reopen Economy and Progress on Health Front

287

Financial Service Firms Face Complex Challenges Returning to the Office: Deloitte

288

REIT Executives “Cautiously Optimistic” at REITweek as Economy Begins to Reopen

289

Commercial Real Estate Recruiting Specialist Expects Pick-Up in Hiring

290

REIT Earnings Fell 9% in the First Quarter as COVID-19 Crisis Hit Travel, Shopping

291

Commercial Real Estate Firms Beginning to Implement Lessons from COVID-19 Crisis

292

Data Show April Online Retail Sales Gains Unable to Offset Broader Declines

293

Hudson Pacific Implementing New Operating Procedures in Response to COVID-19

294

REIT Industry’s Focus on Tenant Needs Seen as Key Issue Post-Crisis

295

April Jobs Report Shows Bulk of Losses in Front-Line Sectors

296

Retail Real Estate Pioneering New Strategies for a Post-COVID 19 Return to Business

297

Kite Realty Offers Tenants a “Bridge to the Other Side” Through Small Business Loan Program

298

REIT Industry’s Footprint in Non-Traditional Asset Classes Seen as Post-Crisis Advantage

299

REIT Markets Lower, But Conditions Appear to be Settling

300

American Campus Communities Helping Students Weather Coronavirus Disruptions

301

Nareit April Rent Survey Shows Industrial, Multifamily, Office REITs Performing Well

302

Social Aspect of ESG Expected to Gain Attention in Response to Coronavirus

303

Kimco Realty is Helping Small Retail Tenants Survive the Financial Impact of Coronavirus

304

REIT Markets Settling into Middle Range Following Sharp Declines in March

305

Camden Property Trust CEO Expresses Optimism on Residents’ Ability and Willingness to Pay Rent

306

Lodging Sector Facing Protracted Recovery

307

Economic Uncertainty from Coronavirus to Remain High, Likely into May

308

Leadership Skills Under Close Scrutiny During Periods of Crisis

309

REITs’ Liquidity Resources Will Help Sector Face Coronavirus Challenges Ahead

310

Strong Pre-Crisis Real Estate Fundamentals Will Help Sector Navigate Current Volatility

311

Ultimate Economic, Financial Impact of COVID-19 Unclear Until More Progress on Public Health Front

312

Prologis Sees Structural Changes to Logistics Real Estate in Wake of Coronavirus

313

REITs’ Long-Term Leases Provide Some Stability During a Period of Market Turmoil

314

Opportunity Zone Investment Interest Accelerating Since Final Regulations Released

315

REIT Property Count Continues to Rise

316

Short-Term Rentals Play Important Factor in Traditional Lodging Sector Valuations

317

Real Estate Transaction Value Lower in 2019; Logistics Deals Buck the Trend

318

Lodging and Resort REIT RevPAR Likely to be Stagnant in 2020

319

Commercial Real Estate Market in ‘Mature Recovery’ Stage at Start of 2020

320

Differentiation Among Health Care Real Estate Portfolios Likely to Persist in 2020

321

Retail Real Estate Faced Mixed Picture in 2019; Trend Likely to Hold in 2020

322

REITs Should Highlight Their Uniqueness in Effort to Engage with Generalist Investors

323

Selective, Strategic M&A to Continue in 2020, Portfolio Manager Says

324

REIT Investors Eyeing Cash Flow Growth, Dividend Growth, Value Creation

325

Postal Realty Trust CEO Sees “Tremendous Opportunity” in Niche Sector

326

Senior Housing Occupancy Trends “Relatively Weak,” NIC Chief Economist Says

327

Focus on Tenant Experience Ranks High in Deloitte 2020 Outlook

328

Institutional Investors Paying Increased Attention to Public Real Estate Platforms

329

CHROs Playing Increasingly Important Role on Executive Boards

330

Former Highwoods CEO Ed Fritsch Looks Back on Three-Plus Decades at Office REIT

331

Smaller and Mid-Sized Industrial Real Estate Deals on the Rise, JLL Says

332

Prologis Says Industrial Demand Growing at a Sustainable Pace

333

Infrastructure REITs Playing Growing Role in Digital Economy

334

Kimco Realty CEO Says ESG Focus Embedded Across Entire Organization

335

REIT Fundamentals are “Sound” Heading into Second Half, Portfolio Manager Says

336

Cold Storage Industry Demand Driven by Population Growth, Changing Retail Habits

337

REIT Industry Veteran Expects More Public-to-Private M&A Transactions

338

Trade Tensions Reinforce the Value of Real Estate Investment, Portfolio Manager Says

339

REITs and Listed Real Estate Offer Potential for “Outsized Returns”

340

New York Climate Change Bill Sets Bold Goals for Existing Buildings

341

REITs Showing Increased Receptiveness to PropTech

342

PREIT Hitting Development Milestones in 2019

343

Global Investors Remain Confident in U.S. Property Market

344

Braemar Hotels CEO Says Luxury Sector Buyers are Impacting Pricing

345

PACE Loans, Opportunity Zones Emerge as Areas of Interest for REITs

346

REITs Playing Key Role in Life Science Industry Momentum

347

REITs Well Prepared for Lease Accounting Standard Changes

348

Real Estate Associations Collaborate to Address Growing Need for Industry Talent

349

Large Institutional Investors Positively Impacting REIT Governance, Experts Say

350

New York Real Estate Outlook Bright, Despite Amazon Pullback in Long Island City

351

Conditions in Place for Continued REIT M&A Activity in 2019

352

REITs Enjoying Attractive Dividend Yields, Record-Low Leverage

353

Congressional Gridlock on the Agenda in 2019

354

REIT Supply and Demand Fundamentals Largely in Balance Heading into 2019

355

BlackRock Focusing on Sustainability’s Quantifiable Financial Impact

356

Real Estate Recruitment Expert Optimistic on Diversity of Executive Board Composition

357

REIT Credit Trends Look Stable as Fundamentals Remain Solid, Moody’s Says

358

Data Center REITs Gaining Acceptance from Ratings Agencies, CyrusOne CFO Says

359

Real Estate Fundamentals in Equilibrium Across Most Sectors, LaSalle Global CEO Says

360

Brookfield Portfolio Manager Favors High-Quality Malls, San Francisco Office

361

Deloitte 2019 Outlook Points to Increased Allocation to Real Estate

362

SOFR Transition to Impact Real Estate Market Broadly

363

Pebblebrook to Finetune Portfolio Following LaSalle Merger

364

Kilroy Realty Heading to Carbon Neutral Status by 2020

365

Blockchain Could Shrink Differences in How Public, Private Real Estate Returns Are Measured

366

Lodging Fundamentals “Very Bullish,” Ashford Executive Says

367

Real Estate Cycle “In a Good Place,” Strategist Says

368

EPA ENERGY STAR Scores Expected to Fall After Aug. 27 Metric Changes

369

REITs Offer Hedge Against Elevated Tech Stock Valuations, Strategist Says

370

Daily NAV REIT Market Benefitting from Shift Away from Traditional Non-Listed Products

371

SBA Communications Expects to Play “Front Row Role” in Transition to 5G

372

REIT Returns Higher Across Broad Swath of Industry

373

Brixmor Says Investor Questions Focus on Tenant Demand, Valuation Disconnect

374

REIT Portfolio Manager Steve Brown Sees Inflection Point in Same-Store NOI

375

REIT Portfolio Managers Watching Capital Formation, M&A Activity and Risk-Taking

376

REIT Valuation Levels Likely to Result in More Go-Private Transactions

377

REIT Valuations Likely to Better Reflect Underlying Fundamentals Going Forward

378

Prologis/DCT Deal Underscores Continued Demand in Industrial REIT Sector, Analyst Says

379

REIT Underlying Fundamentals Point to Upside Potential in 2018

380

Global Net Lease Sees “Tremendous Pipeline” of Acquisition Opportunities

381

NIC Chief Economist Says Senior Housing Remains a Compelling Story for Investors

382

NYU Schack Dean Sam Chandan Highlights Broad-Based Benefits of Diversity

383

American Tower CEO Says REIT Taking Leading Role in 5G Transition

384

ESG Focus Enhances REIT Performance, Investment Strategist Says

385

Nareit Initiative Seeks to Promote Role of Women in Real Estate

386

Retail REIT Washington Prime Group CEO Urges Thinking Outside the Box

387

Volatility Dominating REIT Market, Portfolio Manager Says

388

First Industrial Realty CEO Sees Golden Age for Industrial Real Estate

389

REITs and Interest Rates with Nareit's Calvin Schnure

390

Leisure and Hospitality REIT VICI Properties Lists on NYSE

391

Multifamily REITs a Sector to Watch in 2018

392

Nareit ESG Forum Tackles Top Real Estate Sustainability Issues

393

How the New Tax Law Affects REITs

394

Alexandria Real Estate Equities Implementing Award-Winning Health and Wellness Program

395

Data Centers, Cell Towers Offer Tech Plays in Real Estate

396

Real Estate Companies Adapting to New Technologies

397

Enhancements to Nareit D&O Insurance Program

398

One-on-One with American Tower CEO Jim Taiclet

399

Health Care REIT Welltower Finds More Retirees Want Big City Life

400

BDO Consultant Says Industrial Repurposing an Alternative for Surplus Retail Real Estate

401

Survey Finds Executives Still Bullish on Real Estate Market

402

Green Street Analysts Says Single-Family Residential REITs Maturing

403

Camden CEO Details Hurricane Recovery in Houston

404

Neuberger Berman Portfolio Manager Says REITs Offer Best Way to Build Global Real Estate Portfolio

405

Market Open to "Non-traditional" REIT IPOs

406

Real Estate Fund Manager Says Europe Undervalued

407

Former Host Hotels CEO Says Financial Crisis Posed Greatest Challenge of His Career

408

Apartment Living Now a Lifestyle Choice, According to Steadfast President

409

Analyst Says Office REITs Continue to Evolve to Meet Market Demands

410

Prologis Surpassing Goals for Cutting Greenhouse Gas Emissions

411

NAREIT CEO Previews REITWeek 2017

412

Foreign Investors Still Keen on U.S. Real Estate

413

Longtime Analyst Predicts REITs Will Own Growing Share of Real Estate Market

414

Watson Land Company’s New CEO on the Industrial REIT’s Future

415

Mortgage Delinquencies Lower Than Projected, Analyst Says

416

REITs’ Strategies for Changes in Retail Paying Off

417

As Stores Close, Analyst Says Investing in Upgrades Key for Retail REITs

418

Real Estate Industry Showing Early Signs of Optimism About Trump

419

Fundamentals Supporting Real Estate Demand “Quite Solid”

420

Prologis Finds Strong Industrial Rent Growth Globally

421

The Evolution of Investor Activism in the REIT Industry

422

Blackstone’s Entry Energizes PNLR Market

423

With Trump in White House, Stability Key for Real Estate Investors

424

Co-working’s Impact on Office Real Estate

425

Equinix Progressing on Renewable Energy Pledge

426

REIT Stories to Follow in 2017

427

Air Quality a Focus of Welltower's Green Arrow Program

428

Macerich Sees Importance of Sustainability in Attracting Shoppers

429

Kilroy Taking Strategic Steps to Finance Solar Power

430

Vornado Emphasizes Tenant Engagement to Drive Sustainabiilty Success

431

Investors Want to Know About REITs' Sustainability Plans

432

Keys to Successful Succession

433

More Real Estate Consolidation “Inevitable”

434

Capital Markets Receptive to REITs

435

REITs Improving Liquidity Profiles, Fitch Analyst Says

436

Health Care Real Estate “Fertile Ground” for Sustainability Programs

437

Real Estate Funds Can Expect More Capital Flows

438

REITs Will Gain Prominence from GICS Move

439

Industrial Real Estate Enjoying Strong Year

440

Mall REIT GGP Making Sustainability Strides

441

Low Interest Rates Driving Real Estate IPOs, Menna Says

442

Industrial REITs Still Gaining from e-Commerce, Trader Says

443

Investors Looking for Real Estate Deals in U.K. After Brexit

444

Mortgage Lending Key to Outlook for Multifamily REITs

445

Brexit Vote Affecting Property Markets in England and Europe

446

Project Delivers More Building Efficiency Information

447

Policy Changes Impacting Skilled Nursing Real Estate

448

Survey: Real Estate Executives Less Confident in Health of Market

449

Office REIT Kilroy Reaching Sustainability Goals

450

Steers Looks Back at Formation of First Real Estate Securities Fund

451

Digital Realty Dedicated to Cutting Water Usage

452

CMBS Issuance Undergoing Sharp Decline

453

Forecasters See Slowing Real Estate Growth

454

New Lenders Stepping Up to Refinance Debt Maturities

455

Analyst Says Real Estate Assets Holding Firm

456

More Institutional Investors Turning to REITs

457

Online Retail Heating Up Demand for Industrial Space

458

Apartment Sector Yet to Hit Peak

459

Real Estate Lending Adjusts to Regulatory Landscape

460

FIRPTA Reform a Boost to U.S. Real Estate

461

Office REITs Face Changing Demand for Space

462

Episode 50: New Trends in Real Estate Development

463

Podcast 49: Real Estate Fundamentals Remain Healthy

464

Podcast 48: Apartment Deal to Drive Down CMBS Delinquencies

465

Blackstone Deals Top Story for REITs in 2015

466

Podcast 46: Steadfast Apartment REIT Expands in Texas

467

Podcast 45: Real Estate and Technological Disruption

468

Podcast 44: REITs Should Weather Rate Hike

469

Podcast 43: Strategic Deal with Blackstone May Spark Hotel REIT Transactions

470

Podcast 42: American Campus Opens Work on 100th Property

471

Podcast 41: Devaluing the Yuan

472

Podcast 40: CMBS Market Update

473

Podcast 39: REITS and Modern Portfolio Theory

474

Podcast 38: REITs and Institutional Investment Portfolios

475

Podcast 37: Real Estate as a Major Asset Class

476

Podcast 36: Potential for REIT Privatizations

477

Podcast 35: Michael Hudgins, EII Capital Management

478

Podcast 34: Joe Fisher, Deutsche Asset & Wealth Management

479

Podcast 33: Alok Singh, RealFoundations

480

Podcast: Susan Phillips, SelectLeaders

481

Podcast 31: Bob Gadsen, Alpine Funds

482

Episode 30: Marcel Verbaas, Xenia Hotels & Resorts

483

Episode 29: Christopher Volk, STORE Capital

484

Podcast 28: David Auerbach, Esposito Securities

485

Episode 27: Bruce Schanzer, Cedar Realty Trust

486

Episode 26: Sandy Paul, Delta Associates

487

Episode 25: Michael Hedden and Marc Shapiro, FTI Consulting

488

Episode 24: Jim Rehlaender, Northwood Securities

489

Episode 23: Jerry Cummins, Sidley Austin

490

Episode 22: Mark Peternell, Regency Centers Corp.

491

Episode 21: Daniel Mense, Ness Holdings, Inc.

492

Episode 20: Yoel Kranz, Goodwin Procter LLP

493

Episode 19: Peter Fass, Proskauer Rose LLP

494

Episode 18: Jon Wheeler, Wheeler Real Estate Investment Trust

495

Episode 17: Bruce Schanzer, Cedar Realty Trust

496

Episode 16: Joe Coradino, Pennsylvania Real Estate Investment Trust

497

Episode 15: Darryl Steinhause, DLA Piper

498

Episode 14: John Langer, SunTrust Banks

499

Episode 13: Clint Laurent of Global Demographics

500

Episode 12: Ted Rollins of Campus Crest

501

Episode 11: Haendel St. Juste of Morgan Stanley

502

Episode 10: Greg Williams of KPMG

503

Episode 9: Ella Shaw Neyland of Steadfast Income REIT

504

Episode 8: Chuck Schreiber of KBS Capital Advisors

505

Episode 7: Jay Epstien of DLA Piper

506

Episode 6: Healthcare Trust of America

507

Episode 5: Capital Markets With Schecky Schechner

508

Episode 4: Executive Compensation with Anthony Saitta of FTI Consulting

509

Episode 3: REITs and Inflation With United Realty's Jacob Frydman

510

Episode 2: Fundamentals of Fund Management With Cornerstone's Scott Westphal