Shows / Nareit's REIT Report Podcast

Nareit's REIT Report Podcast
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
Nareit's REIT Report PodcastEpisode 357: REITs Likely to Attract Growing Interest from Private Real Estate Funds
REITs are likely to attract growing interest from private real estate funds looking to deploy capital where they see value discrepancies, says Christian…
Nareit's REIT Report PodcastEpisode 356: Columbia Threadneedle Launches ETF Amid Signs of Maintained or Increased Real Estate Allocations
Recent survey data from Columbia Threadneedle Investments shows that 93% of financial advisors plan to maintain or increase their real estate allocations over…
Nareit's REIT Report PodcastEpisode 355: REITs Increasingly Adopting Practices That Offer Visibility into Their Environmental, Social Performance
REITs are making gains across the board in adopting practices that enable investors to make informed decisions taking into account environmental and social…
Nareit's REIT Report PodcastEpisode 354: Championing DEI Change Requires Organizations to Take Multi-Pronged Approach
Championing change related to diversity, equity, and inclusion matters requires organizations to actively commit people and resources to the task, to clarify…
Nareit's REIT Report PodcastEpisode 353: Life Sciences Market Being Driven by Late Stage Clinical Pipeline, CBRE Says
A record number of products still under development in the life sciences sector continue to provide tailwinds for the industry, despite volatility in the…
Nareit's REIT Report PodcastEpisode 352: Residential REITs Benefitting from Strong Balance Sheets and Leasing Tailwinds
Residential REITs offer investors a safe option amid current volatility, with strong balance sheets, leasing tailwinds, and the continued shortage of…
Nareit's REIT Report PodcastEpisode 351: Farmland Partners CEO Sees “Huge Potential” to Grow Asset Class
Farmland Partners Inc . (NYSE: FPI) President and CEO Luca Fabbri says there is “huge potential” to grow the share of farmland assets within institutional…
Nareit's REIT Report PodcastEpisode 350: Essex CEO Mike Schall Reflects on Finding the “Right Investments in the Right Place”
Essex Property Trust, Inc . (NYSE:ESS) President and CEO Mike Schall says the multifamily REIT is facing favorable tailwinds—including continued tech…
Nareit's REIT Report PodcastEpisode 349: NMHC President Says Demand for More Housing is “As Far as the Eye Can See”
The supply of housing in the United States has “never been more out of balance”—with the lack of affordable housing particularly acute—making long-term policy…
Nareit's REIT Report PodcastEpisode 348: Dynex Capital Maintaining Flexible Mindset, Strong Liquidity Amid Current Uncertainty
Dynex Capital, Inc . (NYSE: DX) CEO Byron Boston describes the current geopolitical and macroeconomic conditions as an “evolving period” in which the mREIT is…
Nareit's REIT Report PodcastEpisode 347: Investors Should Prioritize Listed Real Estate Market Over Private: LaSalle
Investors looking to allocate to real estate today should consider the listed market first, with REITs in particular priced to deliver annual returns in the…
Nareit's REIT Report PodcastEpisode 346: REITs Offer Protection Against High and Moderate Inflation
REITs provide protection against high and moderate inflation across a range of property types, says Nareit Vice President of Research Nicole Funari. Speaking…
Nareit's REIT Report PodcastEpisode 345: Citi Analysts see Opportunities Amidst Uncertainty Across Global Real Estate Markets in 2023
The potential for rolling country-level recessions and the impact of higher interest rates on transactions and capital flows are among the main themes…
Nareit's REIT Report PodcastEpisode 344: Nareit’s Ayris Scales says REITs Undertaking “Critical” Work to Better Reflect Diverse Demographics
The REIT industry is undertaking “critical” work to ensure that real estate’s leadership, staff, and procurement opportunities better reflect the nation’s…
Nareit's REIT Report PodcastEpisode 343: Cohen & Steers’ Rich Hill Says Timing is Right for Building Exposure to REITs
REITs have historically made solid returns following the onset of a recession, particularly in the early stages of the cycle, making this an ideal time for…
Nareit's REIT Report PodcastEpisode 342: Real Estate Capital Markets Recovery Likely Around Mid-2023: CBRE
A recovery in the real estate capital markets is likely to begin around the middle of the year, with transaction activity becoming better supported over the…
Nareit's REIT Report PodcastEpisode 341: New Initiative Aims to Launch Ethnically Diverse Students into Real Estate Careers
Centers for Leadership Excellence (CLE), a new initiative from the Ferguson Charitable Foundation, seeks to introduce ethnically diverse college students to…
Nareit's REIT Report PodcastEpisode 340: REITs Well Positioned to Navigate Economic and Market Uncertainty of 2023
REITs have demonstrated resilient operational performance and are well prepared for the continued economic uncertainty, higher interest rates, and elevated…
Nareit's REIT Report PodcastEpisode 339: Retrofitting Buildings Seen as Essential Step to Reaching Net Zero Emissions Goals
As decarbonizing buildings becomes essential to achieving net zero emissions goals, the real estate industry needs to rebalance its efforts away from new…
Nareit's REIT Report PodcastEpisode 338: Real Estate Investors Await Better Price Discovery Before Committing to the Market
Constriction in the credit markets has caused real estate investment transactions to slow, but there’s still plenty of dry powder on the sidelines ready to…
Nareit's REIT Report PodcastEpisode 337: GRESB’s Dan Winters Expects REIT Scores to Increase in Coming Years
The REIT industry is likely to see additional gains in GRESB performance in the years ahead, given that a number of listed REITs appeared in the benchmark for…
Nareit's REIT Report PodcastEpisode 336: Newly-Rebranded Elme Communities Sees Significant Demand from Mid-Market Renters
A growing need for more mid-market affordable housing, particularly in its targeted Sun Belt markets, has Elme Communities (NYSE: ELME), formerly WashREIT…
Nareit's REIT Report PodcastEpisode 335: REITs Look Increasingly to International Markets for Life Sciences Exposure
REITs active in life sciences real estate are increasingly looking to complement their domestic portfolios with holdings in international markets where…
Nareit's REIT Report PodcastEpisode 334: Healthy Building Environments Seen as “Table Stakes” for Tenants & Investors
Healthy building environments have become an essential requirement for attracting and retaining tenants, and also for ensuring that real estate assets avoid…
Nareit's REIT Report PodcastEpisode 333: PropTech Seeing Increased Investment, Faster Deployment Across Real Estate Industry
Widespread acceptance that PropTech is an integral part of the real estate landscape today has helped accelerate the adoption of new tech solutions and paved…
Nareit's REIT Report PodcastEpisode 332: Deloitte Outlook Shows CFOs Expect Real Estate Revenues to Come Under Pressure
Inflation pressures, higher interest rates, and supply chain challenges have created a climate of uncertainty in which commercial real estate executives see…
Nareit's REIT Report PodcastEpisode 331: American Tower Executive Sees Industry Collaboration as Essential for Achieving ESG Results
Making substantive progress on ESG issues involves going beyond individual corporate actions to encompass industry-wide efforts to bring about real change…
Nareit's REIT Report PodcastEpisode 330: Inflation Reduction Act Offers New Energy-Related Provisions for REITs
The recently enacted Inflation Reduction Act contains $369 billion in energy-related provisions, including new tax credit incentives that were previously…
Nareit's REIT Report PodcastEpisode 329: Strong Board/Management Partnership Benefits REIT Performance Long Term
A corporate governance structure that includes board members that are independent, yet work as strong partners to the executive board, has clear long-term…
Nareit's REIT Report PodcastEpisode 328: Green Street Says Investors Should Prioritize Public Real Estate in Current Volatility
With listed REITs trading at sizeable discounts to their underlying gross asset value, institutional investors should prioritize public real estate at this…
Nareit's REIT Report PodcastEpisode 327: PREIT CEO Says Sale of Unproductive Assets Positions Company Well for Future Growth
The sale of roughly half of PREIT’s (NYSE: PEI) portfolio of shopping malls, combined with the replacement of unproductive department stores with better…
Nareit's REIT Report PodcastEpisode 326: Real Estate Deal Activity Focusing More on Experiential-Oriented Sectors
Real estate deal activity is concentrating on sectors that can perform well in a rising rate environment or in periods of high inflation, with…
Nareit's REIT Report PodcastEpisode 325: Measurabl CEO Says Real Estate has “Tremendous” Leadership Opportunity to Advance Sustainability
Commercial real estate is in a position to take a leading role to advance the sustainability agenda, while regulation is also helping to move the whole…
Nareit's REIT Report PodcastEpisode 324: Affordable Housing Crisis Not Just a Lower Income Phenomena, Former Fannie Mae Exec Says
The affordable housing crisis facing the United States today is not just a lower-income phenomena, but impacts individuals making six-figure salaries, says…
Nareit's REIT Report PodcastEpisode 323: Lodging Real Estate Sector Fundamentals Healthy, but Margins Softening
Conditions in the lodging and hospitality real estate sector are healthy overall, but the combination of ongoing labor shortages, interest rate creep, and high…
Nareit's REIT Report PodcastEpisode 322: Phillips Edison Seeing Strong Operating Environment in Grocery-Anchored Shopping Segment
Phillips Edison & Co., Inc. is seeing a “really strong” operating environment across its portfolio, but the REIT also has a realistic view that there are going…
Nareit's REIT Report PodcastEpisode 321: Commercial Real Estate Providing Buffer Against Inflation Pressures: Nuveen
Commercial real estate continues to provide a solid hedge against inflation, a trend that has been borne out over multiple decades during periods when…
Nareit's REIT Report PodcastEpisode 320: Macerich CEO Says Consumers Largely Confident, Despite Current Uncertainty
Consumers remain largely confident about their personal situations, despite a host of broader economic and geopolitical concerns, says Tom O’Hern, CEO of…
Nareit's REIT Report PodcastEpisode 319: Commercial Real Estate Seen as Good Option in Times of Inflation, Geopolitical Conflict
Private equity funds, endowments, and large institutional investors will continue to have a large appetite for commercial real estate given the current…
Nareit's REIT Report PodcastEpisode 318: Global Investment in U.S. Real Estate at Strongest-Ever Level
Global investment in U.S. real estate is at its strongest-ever level, with non-core markets and multifamily and industrial asset classes continuing to lead the…
Nareit's REIT Report PodcastEpisode 317: Human Capital Strategies Key as Real Estate Industry Faces Skills Gap
A skills gap within the real estate industry means that to attract talent, firms must adopt human capital strategies that align with changes in employee…
Nareit's REIT Report PodcastEpisode 316: Return to Office to Take Rest of 2022 to Take Hold
Although a return to the office has started in earnest, it will take the rest of 2022 to take hold, and even longer before clear patterns of usage emerge, says…
Nareit's REIT Report PodcastEpisode 315: Angel Oak Sees Growth Opportunity as Non-Qualified Mortgage Segment Reverts to Historical Norms
Angel Oak Mortgage, Inc . (NYSE: AOMR) CFO Brandon Filson sees the non-qualified mortgage (QM) loan segment reverting over time to its historical level of…
Nareit's REIT Report PodcastEpisode 314: Business Models Seen as Central to Corporate Performance & Wealth Creation
Business models are central to corporate performance and wealth creation, and even the most complex models can be reduced to six basic variables, says Chris…
Nareit's REIT Report PodcastEpisode 313: Non-Traded Alternative Investments Market Could Reach $250 Billion Within Next 5 Years
Capital flow of non-traded alternative investments could grow to a $250 billion a year market within the next five years, with early 2022 data already pointing…
Nareit's REIT Report PodcastEpisode 312: Residential Real Estate Seeing Strong Supply-Demand Backdrop: Fund Manager
Outside of the industrial sector, residential real estate in the United States “probably has the best supply-demand backdrop in global real estate right now,”…
Nareit's REIT Report PodcastEpisode 311: SEC Climate Change Disclosure Proposals Seen as First Step in Finding the Right Regulatory Balance
Proposed Securities and Exchange Commission (SEC) rules to enhance and standardize climate-related disclosures for investors are just the first step in terms…
Nareit's REIT Report PodcastEpisode 310: Camden Property Trust COO Says Pandemic Amplified the Importance of Gender Equity, Diversity
Laurie Baker, COO at Camden Property Trust (NYSE: CPT), says the importance of gender equity and diversity within the commercial real estate industry has been…
Nareit's REIT Report PodcastEpisode 309: Invitation Homes Expanding Choice in Housing Market Through Pathway Homes Investment
Dallas Tanner, president and CEO of Invitation Homes Inc. (NYSE: INVH), says the REIT’s $250 million investment in Pathway Homes will expand choice in the…
Nareit's REIT Report PodcastEpisode 308: Progress on DEI Requires Committed Leadership, Statements Backed by Action
Committed leadership and statements backed up by substantive action are key to ensuring that organizations make progress on diversity, equity, and inclusion…
Nareit's REIT Report PodcastEpisode 307: Long-Term Interest Rates to Remain Very Favorable for Commercial Real Estate
Anticipated interest rate increases of about one and a half percentage points by year-end will still create a “very favorable” environment for commercial real…
Nareit's REIT Report PodcastEpisode 306: Hotel Transaction Activity Expected to be “Incredibly Strong” in 2022
Transaction activity in the hotel sector this year is expected to be “incredibly strong,” with robust pricing continuing in the luxury resort segment and the…
Nareit's REIT Report PodcastEpisode 305: Farmland Investment Offers Stability, Good Returns, Inflation Hedge Benefits
Investing in the farmland sector offers stability, strong income, good total returns, and inflation hedge characteristics, among other benefits, according to…
Nareit's REIT Report PodcastEpisode 304: Data Center Sector Promoting Renewable Energy Use Across the Electric Grid
The data center sector is playing a significant role in getting utilities to increase the use of renewables across the electricity grid and bring about the…
Nareit's REIT Report PodcastEpisode 303: Prologis sees Multi-Year Tailwinds from Efforts to Rebuild Inventory Levels
Prologis, Inc . (NYSE: PLD) Global Head of Capital Deployment Dan Letter says ongoing efforts by companies to rebuild inventories to pre-pandemic levels, and a…
Nareit's REIT Report PodcastEpisode 302: American Finance Trust Strengthens Commitment to Brick and Mortar Retail
With a footprint heavily weighted toward the Sunbelt, plus an expanding portfolio of necessity retail assets, Michael Weil, CEO of American Finance Trust, Inc…
Nareit's REIT Report PodcastEpisode 301: REIT Industry Seeing Ample Capital, Rising Rents, & Elevated Asset Values at Year-End
The REIT industry is closing out 2021 in a position of strength, with ample financing available, brisk merger and acquisition activity, high and rising rents…
Nareit's REIT Report PodcastEpisode 300: Economy on Sound Footing Entering 2022, Providing Solid Backdrop for REIT Performance
The economy will enter 2022 on a firm footing and should be able to withstand a variety of challenges that have emerged in recent months, providing a backdrop…
Nareit's REIT Report PodcastEpisode 299: REIT M&A Boosted by Price Recovery, Attractive Financing, & Renewed Activist Pressure
Total REIT M&A activity through the third quarter of 2021 has already surpassed levels seen in 2019 and 2020, boosted by price recovery, attractive financing…
Nareit's REIT Report PodcastEpisode 298: Pebblebrook CEO Says Lodging Sector Showing a Varied Recovery Path
The hotel and lodging sector is showing a varied recovery, as it outperforms 2019 levels in some areas but struggles in others, according to Pebblebrook Hotel…