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All Episodes

Nareit's REIT Report Podcast — 527 episodes

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Title
1

Health Care REITs Seeing Long-Term Demand Tailwinds: Raymond James’ Dave Rodgers

2

JLL IPT’s Allan Swaringen on NAV REITs’ Growing Role Supporting Portfolio Diversification

3

APREA’s Sigrid Zialcita on Long-Term Investment Opportunities Across Asia Pacific

4

Brixmor CEO on Repositioning Assets to Capitalize on Open-Air Retail Strength

5

Truist Securities’ Barry Jonas on the Appeal of Gaming REITs to Investors

6

Yardi’s Randy Moss on the Link Between Regulatory Changes, Rising Energy Costs, NAV

7

AEW’s Mike Acton Says Fundamental Property Investment, Asset Management Essential

8

Principal’s Rich Hill on REITs’ Transition from Recovery to Expansion

9

Nareit’s Ed Pierzak Sees Strong Momentum for REITs in 2026 and Beyond

10

Multifamily REIT UDR CFO on Adopting Monthly Dividends, Record Low Turnover

11

Barclay’s Brendan Lynch on Data Center REITs’ Extended Growth Opportunity Amid AI Demand

12

Kimco Realty’s David Bujnicki on Navigating Today’s Shifting IR Landscape

13

Lamar Advertising CFO on Digital Strategy, Local Market Strength, OOH Opportunity

14

Deloitte’s Jonathan Keith Says CRE Investors Should Remain Nimble as M&A Conditions Shift

15

Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease

16

IREI’s Geoffrey Dohrmann Says Investor Capital Remains Cautious, But Curiosity Returning

17

PwC’s Tim Bodner Sees Volatility Impacting Pace, Not Direction, of CRE Recovery

18

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

19

How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource

20

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

21

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

22

REIT Leadership Expectations Shifting Amid More Complex Environment: Ferguson Partners

23

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

24

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

25

Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic

26

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

27

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

28

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

29

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

30

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

31

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

32

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

33

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

34

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

35

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

36

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

37

Prologis Sees Greater Focus on Supply Chain Adaptability in 2026

38

REITs Positioned to Embark on Growth Journey in 2026

39

Office REIT Leasing Activity Points to Earnings Momentum Ahead

40

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

41

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

42

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

43

Millrose Properties CEO on Modern Land Banking & Capital Efficiency

44

Institutional Real Estate Investor Market Conviction Points to Increased Capital Deployment

45

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

46

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

47

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

48

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

49

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

50

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

51

Deloitte 2026 Commercial Real Estate Outlook Points to Increased Global Investment

52

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

53

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

54

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

55

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

56

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

57

Armada Hoffler Sees Robust Office Demand, Value Opportunities Across Portfolio

58

Deloitte Sees Acceleration of Real Estate Investment in Alternative Property Types

59

SPECIAL EPISODE: Building Resilient Energy Systems

60

REITs and AI: How to Integrate AI into Existing Workflows

61

SPECIAL EPISODE: Accelerating Capital Investments in Property Resilience

62

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

63

SPECIAL EPISODE: Translating Climate Risk Data into Actionable Building Intelligence

64

CBRE Says Office Tenant Experience More Important Than Ever

65

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

66

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

67

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

68

Russell Investments on Using REITs to Access Modern Economy Real Estate

69

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

70

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

71

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

72

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

73

SPECIAL EPISODE: The Human Impact of Extreme Weather Events

74

CenterSquare Sees REITs as Attractive in Current Economic Environment

75

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

76

Episode 493: AvalonBay on Repurposing & Revitalizing Communities Through Development

77

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

78

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

79

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

80

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

81

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

82

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

83

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

84

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

85

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

86

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

87

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

88

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

89

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

90

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

91

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

92

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

93

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

94

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

95

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

96

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

97

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

98

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

99

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

100

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

101

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

102

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

103

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

104

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

105

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

106

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

107

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

108

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

109

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

110

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

111

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

112

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

113

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

114

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

115

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

116

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

117

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

118

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

119

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

120

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

121

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

122

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

123

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

124

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

125

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

126

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

127

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

128

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

129

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

130

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

131

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

132

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

133

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

134

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

135

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

136

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

137

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

138

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

139

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

140

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

141

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

142

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

143

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

144

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

145

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

146

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

147

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

148

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

149

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

150

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

151

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

152

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

153

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

154

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

155

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

156

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

157

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

158

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

159

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

160

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

161

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

162

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

163

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

164

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

165

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

166

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

167

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

168

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

169

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

170

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

171

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

172

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

173

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

174

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

175

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

176

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

177

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

178

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

179

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

180

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

181

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

182

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

183

Episode 346: REITs Offer Protection Against High and Moderate Inflation

184

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

185

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

186

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

187

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

188

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

189

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

190

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

191

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

192

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

193

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

194

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

195

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

196

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

197

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

198

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

199

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

200

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

201

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

202

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

203

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

204

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

205

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

206

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

207

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

208

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

209

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

210

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

211

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

212

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

213

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

214

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

215

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

216

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

217

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

218

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

219

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

220

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

221

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

222

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

223

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

224

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

225

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

226

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

227

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

228

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

229

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

230

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

231

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

232

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

233

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

234

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

235

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

236

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

237

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

238

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

239

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

240

Episode 289: Technology Changing Traditional Concepts of Industrial Real Estate

241

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

242

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

243

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

244

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

245

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

246

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

247

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

248

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

249

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

250

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

251

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

252

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

253

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

254

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

255

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

256

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

257

Episode 272: Data Centers in Leadership Position on Climate Change

258

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

259

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

260

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

261

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

262

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

263

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

264

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

265

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

266

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

267

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

268

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

269

Vaccine Optimism Pushes REITs to Highest Levels Since Start of Pandemic

270

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

271

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

272

GDP Surges in Q3, But Still Below Year-Earlier

273

Retail Sales Figures Point to Potentially Robust Holiday Sales Season

274

REIT Market Volatility Creating Potential for Opportunistic Investment

275

September Jobs Report Raises Concerns Over Pace of Economic Recovery

276

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

277

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

278

Economic News Pointing to Ongoing Broad Recovery

279

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

280

August Jobs Report Shows Economic Recovery Still on Track

281

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

282

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

283

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

284

REIT Operating Performance Points to Upside Potential in the Year Ahead

285

VICI Properties “Back on the Offensive,” CEO Says

286

Retail Sales Continued to Rebound in July, Supporting Retail REITs

287

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

288

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

289

Duke Realty Executives Reflect on Lessons Learned on the ESG Journey

290

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

291

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

292

Innovation in Office Sector Only Going to Accelerate Post-COVID

293

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

294

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

295

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

296

New State Closures Place Additional Strain on REIT Tenants

297

REITs, Economy Remain Under Pressure as Coronavirus Case Numbers Climb

298

REIT Valuation Levels Attracting Investor Attention

299

June Employment Numbers Show Commercial Real Estate Heading in Right Direction

300

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

301

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

302

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

303

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

304

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

305

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

306

Commercial Real Estate Recruiting Specialist Expects Pick-Up in Hiring

307

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

308

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

309

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

310

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

311

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

312

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

313

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

314

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

315

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

316

REIT Markets Lower, But Conditions Appear to be Settling

317

American Campus Communities Helping Students Weather Coronavirus Disruptions

318

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

319

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

320

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

321

REIT Markets Settling into Middle Range Following Sharp Declines in March

322

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

323

Lodging Sector Facing Protracted Recovery

324

Economic Uncertainty from Coronavirus to Remain High, Likely into May

325

Leadership Skills Under Close Scrutiny During Periods of Crisis

326

REITs’ Liquidity Resources Will Help Sector Face Coronavirus Challenges Ahead

327

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

328

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

329

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

330

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

331

Opportunity Zone Investment Interest Accelerating Since Final Regulations Released

332

REIT Property Count Continues to Rise

333

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

334

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

335

Lodging and Resort REIT RevPAR Likely to be Stagnant in 2020

336

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

337

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

338

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

339

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

340

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

341

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

342

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

343

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

344

Focus on Tenant Experience Ranks High in Deloitte 2020 Outlook

345

Institutional Investors Paying Increased Attention to Public Real Estate Platforms

346

CHROs Playing Increasingly Important Role on Executive Boards

347

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

348

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

349

Prologis Says Industrial Demand Growing at a Sustainable Pace

350

Infrastructure REITs Playing Growing Role in Digital Economy

351

Kimco Realty CEO Says ESG Focus Embedded Across Entire Organization

352

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

353

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

354

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

355

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

356

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

357

New York Climate Change Bill Sets Bold Goals for Existing Buildings

358

REITs Showing Increased Receptiveness to PropTech

359

PREIT Hitting Development Milestones in 2019

360

Global Investors Remain Confident in U.S. Property Market

361

Braemar Hotels CEO Says Luxury Sector Buyers are Impacting Pricing

362

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

363

REITs Playing Key Role in Life Science Industry Momentum

364

REITs Well Prepared for Lease Accounting Standard Changes

365

Real Estate Associations Collaborate to Address Growing Need for Industry Talent

366

Large Institutional Investors Positively Impacting REIT Governance, Experts Say

367

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

368

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

369

REITs Enjoying Attractive Dividend Yields, Record-Low Leverage

370

Congressional Gridlock on the Agenda in 2019

371

REIT Supply and Demand Fundamentals Largely in Balance Heading into 2019

372

BlackRock Focusing on Sustainability’s Quantifiable Financial Impact

373

Real Estate Recruitment Expert Optimistic on Diversity of Executive Board Composition

374

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

375

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

376

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

377

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

378

Deloitte 2019 Outlook Points to Increased Allocation to Real Estate

379

SOFR Transition to Impact Real Estate Market Broadly

380

Pebblebrook to Finetune Portfolio Following LaSalle Merger

381

Kilroy Realty Heading to Carbon Neutral Status by 2020

382

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

383

Lodging Fundamentals “Very Bullish,” Ashford Executive Says

384

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

385

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

386

REITs Offer Hedge Against Elevated Tech Stock Valuations, Strategist Says

387

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

388

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

389

REIT Returns Higher Across Broad Swath of Industry

390

Brixmor Says Investor Questions Focus on Tenant Demand, Valuation Disconnect

391

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

392

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

393

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

394

REIT Valuations Likely to Better Reflect Underlying Fundamentals Going Forward

395

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

396

REIT Underlying Fundamentals Point to Upside Potential in 2018

397

Global Net Lease Sees “Tremendous Pipeline” of Acquisition Opportunities

398

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

399

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

400

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

401

ESG Focus Enhances REIT Performance, Investment Strategist Says

402

Nareit Initiative Seeks to Promote Role of Women in Real Estate

403

Retail REIT Washington Prime Group CEO Urges Thinking Outside the Box

404

Volatility Dominating REIT Market, Portfolio Manager Says

405

First Industrial Realty CEO Sees Golden Age for Industrial Real Estate

406

REITs and Interest Rates with Nareit's Calvin Schnure

407

Leisure and Hospitality REIT VICI Properties Lists on NYSE

408

Multifamily REITs a Sector to Watch in 2018

409

Nareit ESG Forum Tackles Top Real Estate Sustainability Issues

410

How the New Tax Law Affects REITs

411

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

412

Data Centers, Cell Towers Offer Tech Plays in Real Estate

413

Real Estate Companies Adapting to New Technologies

414

Enhancements to Nareit D&O Insurance Program

415

One-on-One with American Tower CEO Jim Taiclet

416

Health Care REIT Welltower Finds More Retirees Want Big City Life

417

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

418

Survey Finds Executives Still Bullish on Real Estate Market

419

Green Street Analysts Says Single-Family Residential REITs Maturing

420

Camden CEO Details Hurricane Recovery in Houston

421

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

422

Market Open to "Non-traditional" REIT IPOs

423

Real Estate Fund Manager Says Europe Undervalued

424

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

425

Apartment Living Now a Lifestyle Choice, According to Steadfast President

426

Analyst Says Office REITs Continue to Evolve to Meet Market Demands

427

Prologis Surpassing Goals for Cutting Greenhouse Gas Emissions

428

NAREIT CEO Previews REITWeek 2017

429

Foreign Investors Still Keen on U.S. Real Estate

430

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

431

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

432

Mortgage Delinquencies Lower Than Projected, Analyst Says

433

REITs’ Strategies for Changes in Retail Paying Off

434

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

435

Real Estate Industry Showing Early Signs of Optimism About Trump

436

Fundamentals Supporting Real Estate Demand “Quite Solid”

437

Prologis Finds Strong Industrial Rent Growth Globally

438

The Evolution of Investor Activism in the REIT Industry

439

Blackstone’s Entry Energizes PNLR Market

440

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

441

Co-working’s Impact on Office Real Estate

442

Equinix Progressing on Renewable Energy Pledge

443

REIT Stories to Follow in 2017

444

Air Quality a Focus of Welltower's Green Arrow Program

445

Macerich Sees Importance of Sustainability in Attracting Shoppers

446

Kilroy Taking Strategic Steps to Finance Solar Power

447

Vornado Emphasizes Tenant Engagement to Drive Sustainabiilty Success

448

Investors Want to Know About REITs' Sustainability Plans

449

Keys to Successful Succession

450

More Real Estate Consolidation “Inevitable”

451

Capital Markets Receptive to REITs

452

REITs Improving Liquidity Profiles, Fitch Analyst Says

453

Health Care Real Estate “Fertile Ground” for Sustainability Programs

454

Real Estate Funds Can Expect More Capital Flows

455

REITs Will Gain Prominence from GICS Move

456

Industrial Real Estate Enjoying Strong Year

457

Mall REIT GGP Making Sustainability Strides

458

Low Interest Rates Driving Real Estate IPOs, Menna Says

459

Industrial REITs Still Gaining from e-Commerce, Trader Says

460

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

461

Mortgage Lending Key to Outlook for Multifamily REITs

462

Brexit Vote Affecting Property Markets in England and Europe

463

Project Delivers More Building Efficiency Information

464

Policy Changes Impacting Skilled Nursing Real Estate

465

Survey: Real Estate Executives Less Confident in Health of Market

466

Office REIT Kilroy Reaching Sustainability Goals

467

Steers Looks Back at Formation of First Real Estate Securities Fund

468

Digital Realty Dedicated to Cutting Water Usage

469

CMBS Issuance Undergoing Sharp Decline

470

Forecasters See Slowing Real Estate Growth

471

New Lenders Stepping Up to Refinance Debt Maturities

472

Analyst Says Real Estate Assets Holding Firm

473

More Institutional Investors Turning to REITs

474

Online Retail Heating Up Demand for Industrial Space

475

Apartment Sector Yet to Hit Peak

476

Real Estate Lending Adjusts to Regulatory Landscape

477

FIRPTA Reform a Boost to U.S. Real Estate

478

Office REITs Face Changing Demand for Space

479

Episode 50: New Trends in Real Estate Development

480

Podcast 49: Real Estate Fundamentals Remain Healthy

481

Podcast 48: Apartment Deal to Drive Down CMBS Delinquencies

482

Blackstone Deals Top Story for REITs in 2015

483

Podcast 46: Steadfast Apartment REIT Expands in Texas

484

Podcast 45: Real Estate and Technological Disruption

485

Podcast 44: REITs Should Weather Rate Hike

486

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

487

Podcast 42: American Campus Opens Work on 100th Property

488

Podcast 41: Devaluing the Yuan

489

Podcast 40: CMBS Market Update

490

Podcast 39: REITS and Modern Portfolio Theory

491

Podcast 38: REITs and Institutional Investment Portfolios

492

Podcast 37: Real Estate as a Major Asset Class

493

Podcast 36: Potential for REIT Privatizations

494

Podcast 35: Michael Hudgins, EII Capital Management

495

Podcast 34: Joe Fisher, Deutsche Asset & Wealth Management

496

Podcast 33: Alok Singh, RealFoundations

497

Podcast: Susan Phillips, SelectLeaders

498

Podcast 31: Bob Gadsen, Alpine Funds

499

Episode 30: Marcel Verbaas, Xenia Hotels & Resorts

500

Episode 29: Christopher Volk, STORE Capital

501

Podcast 28: David Auerbach, Esposito Securities

502

Episode 27: Bruce Schanzer, Cedar Realty Trust

503

Episode 26: Sandy Paul, Delta Associates

504

Episode 25: Michael Hedden and Marc Shapiro, FTI Consulting

505

Episode 24: Jim Rehlaender, Northwood Securities

506

Episode 23: Jerry Cummins, Sidley Austin

507

Episode 22: Mark Peternell, Regency Centers Corp.

508

Episode 21: Daniel Mense, Ness Holdings, Inc.

509

Episode 20: Yoel Kranz, Goodwin Procter LLP

510

Episode 19: Peter Fass, Proskauer Rose LLP

511

Episode 18: Jon Wheeler, Wheeler Real Estate Investment Trust

512

Episode 17: Bruce Schanzer, Cedar Realty Trust

513

Episode 16: Joe Coradino, Pennsylvania Real Estate Investment Trust

514

Episode 15: Darryl Steinhause, DLA Piper

515

Episode 14: John Langer, SunTrust Banks

516

Episode 13: Clint Laurent of Global Demographics

517

Episode 12: Ted Rollins of Campus Crest

518

Episode 11: Haendel St. Juste of Morgan Stanley

519

Episode 10: Greg Williams of KPMG

520

Episode 9: Ella Shaw Neyland of Steadfast Income REIT

521

Episode 8: Chuck Schreiber of KBS Capital Advisors

522

Episode 7: Jay Epstien of DLA Piper

523

Episode 6: Healthcare Trust of America

524

Episode 5: Capital Markets With Schecky Schechner

525

Episode 4: Executive Compensation with Anthony Saitta of FTI Consulting

526

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

527

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