Nareit's REIT Report Podcast

Nareit's REIT Report Podcast episodes:

• 04.12.2024

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

  Steven Brown, senior vice president and senior portfolio manager for American Century Investments, was a guest on the latest episode of the REIT Report podcast.Brown described the landscape for REIT investment today, noting that most REITs issued earnings growth guidance...

  
• 04.09.2024

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

  This episode of the REIT Report’s ongoing series “Building to Zero” features Ben Myers, senior vice president of sustainability at BXP (NYSE: BXP) and continues to dig deeper into the real estate industry’s journey to reduce emissions from the built...

  
• 04.04.2024

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

  Matt Werner, senior portfolio manager for REITs at Chilton Capital Management, was a guest on the latest episode of Nareit’s REIT Report podcast.Werner emphasized the resilience of public REITs amid economic challenges, especially in managing debt maturities and maintaining dividend...

  
• 03.21.2024

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

  Bill Hughes, managing director of liquid strategies at DigitalBridge Investment Management, was a guest on the latest edition of the Nareit REIT Report podcast.Hughes discussed some of the trends and developments in digital infrastructure and real estate securities markets today....

  
• 03.14.2024

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

  Elisabeth Troni, fund manager with CBRE IM’s flagship global investment strategy, was a guest on the latest episode of Nareit’s REIT Report.CBRE IM’s flagship global strategy began to allocate to listed REITs in December 2022. Troni explains the timing behind...

  
• 03.07.2024

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

  Steve Loffman, managing director at Raymond James, was a guest on the latest episode of Nareit’s REIT Report podcast. Loffman is also a program director and speaker at Nareit’s REITwise: 2024 Law, Accounting & Finance Conference in Hollywood Florida, March...

  
• 02.27.2024

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

  This episode of the Nareit REIT Report’s ongoing series, “Building to Zero,” features Dana Schneider, director of energy and sustainability and ESG at Empire State Realty Trust, Inc.(NYSE: ESRT) and continues the discussion related to the real estate industry’s journey...

  
• 02.22.2024

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

  Tony Edwards, Nareit’s senior executive vice president, was a guest on the Nareit REIT Report® podcast. Edwards will be retiring from Nareit at the end of March, and in this episode he reflects on some of the highpoints of his...

  
• 02.15.2024

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

  Three members of Citi’s global real estate research team—Nick Joseph in the U.S., Aaron Guy in the U.K., and Howard Penny in Australia—were guests on the latest episode of the Nareit REIT Report podcast. Amid the market cross currents of slower...

  
• 02.08.2024

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

  Travis McCready, head of life sciences, Americas markets, at JLL, was a guest on the latest episode of Nareit’s REIT Report podcast.McCready said 2023 was one of the most challenging years in memory for life sciences real estate due to...

  
• 02.01.2024

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

  Laurel Durkay, head of global listed real assets at Morgan Stanley, was a guest on the latest edition of the Nareit REIT Report podcast.Durkay said REITs today are “cheap” versus broader equities. “They do screen attractively versus private real estate....

  
• 01.25.2024

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

  Jeff Palma, senior vice president and head of multi-asset solutions at Cohen & Steers, was a guest on the latest episode of Nareit’s REIT report podcast.Palma discussed the launch of Real Assets Compass, an interactive tool designed to help institutional...

  
• 01.11.2024

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

  John Worth, executive vide president, research and investor outreach at Nareit, was a guest on the latest episode of the REIT Report podcast.Worth outlined some of the key messages in Nareit’s 2024 REIT Outlook, including three reasons that may make...

  
• 01.04.2024

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

  William Maher, director of strategy and research at RCLCO Fund Advisors (RFA), was a guest on Nareit’s REIT Report podcast.RFA’s clients include some of the larger public pension funds, and increasingly non-U.S. investors.Maher said that most U.S. institutional investors today...

  
• 12.14.2023

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

  Gwyn McNeal, executive vice president and chief legal officer at  Extra Space Storage Inc. (NYSE: EXR), was a guest on the Nareit REIT Report podcast.McNeal discussed her role at Extra Space, the merger with Life Storage and issues she has...

  
• 12.08.2023

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

  Andrew Alperstein, PwC U.S. real estate partner, and Daniel Sullivan, PwC U.S. financial markets and real estate leader, discussed key takeaways of PwC and ULI’s Emerging Trends in Real Estate 2024 report, which incorporates data and insights from more than...

  
• 11.16.2023

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

  Tracy Powell-Rudy, vice president of corporate engagement at Integrate, a nonprofit that helps organizations identify, recruit, and retain autistic and neurodivergent talent, was a guest on the latest episode of Nareit’s REIT Report podcast.Powell-Rudy discussed the level of awareness around...

  
• 11.09.2023

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

  Doug Weill, founder and co-managing partner of Hodes Weill & Associates, a leading global capital advisory firm, was a guest on the latest episode of Nareit’s REIT Report podcast.Hodes Weill recently released the 2023 Real Estate Allocations Monitor, which showed...

  
• 11.02.2023

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

  Tom Bartlett, president and CEO of American Tower Corp. (NYSE: AMT), was a guest on the latest episode of Nareit’s REIT Report podcast.Bartlett discussed American Tower’s recently launched Sustainability Report and provided an overview of the REIT’s broader sustainability strategy....

  
• 10.26.2023

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

  Aaron Halfacre, president and CEO of Modiv Industrial, Inc. (NYSE: MDV), was a guest on the latest episode of Nareit’s REIT Report podcast.Halfacre discussed Modiv’s evolution toward focusing on industrial manufacturing facilities, after starting out as a diversified net lease...

  
• 10.19.2023

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

  David Auerbach, REIT industry expert and the chief investment officer of Hoya Capital & Hoya ETFs, was a guest on the latest episode of Nareit’s REIT Report podcast.Auerbach said fundamentals for REITs have remained “very strong,” despite the Federal Reserve’s...

  
• 10.13.2023

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

  Brad Thomas, real estate expert, analyst, and CEO of Wide Moat Research, was a guest of Nareit’s REIT Report podcast.In this latest episode, Thomas discusses many of the themes and topics that appear in his newly released book, REITs for...

  
• 10.05.2023

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

  Avis Devine, associate professor of real estate finance and sustainability at the Schulich School of Business at Toronto’s York University, was a guest on the latest episode of Nareit’s REIT Report.Devine discussed new research, sponsored by Nareit, into the sustainability...

  
• 09.28.2023

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

  Todd Kellenberger, REIT client portfolio manager at Principal Asset Management, was a guest on the latest episode of Nareit’s REIT Report podcast.Kellenberger noted that listed REITs currently trade at significant valuation discounts to both equities and private real estate. He...

  
• 09.21.2023

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

  Marcos Alvarado, president and CIO at Safehold Inc. (NYSE: SAFE), was a guest on the latest episode of Nareit’s REIT Report.Alvarado said Safehold has made a “tremendous” amount of progress in the last six years in terms of portfolio expansion...

  
• 09.19.2023

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

  Travis McCready, head of life sciences, Americas markets, JLL, was a guest on the latest episode of the REIT Report.Speaking in conjunction with the release of JLL’s 2023 Life Sciences Industry and Real Estate Perspective, McCready noted that while Boston...

  
• 09.12.2023

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

  As part of Building to Zero, an ongoing series of interviews on the decarbonization of the commercial real estate sector, Duane Desiderio, senior vice president and counsel for the Real Estate Roundtable, joined a special episode of Nareit’s REIT Report...

  
• 09.08.2023

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

  Richard Barkham, global chief economist, head of global research and head of Americas research at CBRE, was a guest on the latest episode of the REIT Report podcast.Barkham discussed the state of global cross-border real estate capital flows, which totaled...

  
• 08.31.2023

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

  Nicole Funari, Nareit vice president for research, was a guest on the latest episode of the Nareit REIT Report.Funari discussed Nareit’s new project that initially involves tracking quarterly investment holdings for the 28 largest actively managed real estate investment funds...

  
• 08.03.2023

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

  Nareit Senior Vice President for Research Ed Pierzak joined the latest episode of the REIT Report podcast to talk about some of the key findings from Nareit’s 2023 mid-year report.Pierzak noted that two main factors are at play today—the divergence...

  
• 07.27.2023

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

  Gene Rubin, president of management consultancy firm Rivel, joined the latest episode of Nareit’s REIT Report podcast to talk about strategic investor communications and investor engagement in the REIT space.Rivel recently carried out a generalist investor perception study on the...

  
• 07.13.2023

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

  Darin Turner, managing director and chief investment officer for Invesco’s listed real assets team, was a guest on the latest edition of the Nareit REIT Report podcast.Turner discussed the scope and growth of the tower REIT industry, its performance history,...

  
• 07.06.2023

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

  Tim Bodner, global and U.S. real estate deals leader at PwC, was a guest on the latest episode of the REIT Report podcast.Bodner commented on the current state of real estate transaction activity, how different property segments are faring, opportunities...

  
• 06.29.2023

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

  Julie Whelan, global head of occupier research at CBRE, was a guest on the latest episode of the Nareit REIT Report podcast.During the interview, Whelan discussed broad office occupancy trends, changes in how office space is utilized, the flight to...

  
• 06.26.2023

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

  Nina Galbiati, Norges Bank’s global lead sustainability for real estate, was a guest on a special episode of Nareit’s REIT Report podcast.Norges Bank is a long-term investor that has roughly 4.1% of their global investment portfolio invested in real estate,...

  
• 06.22.2023

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

  David Stafford, deputy chief investment officer at The City of Austin Employees' Retirement System (COAERS), was a guest on the latest episode of Nareit’s REIT Report Podcast.During the interview, Stafford discussed COAERS’ decision to use REITs as part of a...

  
• 06.15.2023

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

  John Vojticek, global head of liquid real assets at DWS, a global asset manager with nearly $1 trillion of assets under management, was a guest on the latest episode of the REIT Report podcast.Vojticek commented on the operating environment for...

  
• 06.12.2023

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

  Uma Moriarity, senior investment strategist at CenterSquare Investment Management, was a guest on the latest episode of Nareit’s REIT Report podcast.Moriarity spoke about how REITs are faring in the current interest rate climate, how their valuations compare to private real...

  
• 06.08.2023

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

  Andrew Duffy, co-founder, managing partner, chief investment officer, and senior portfolio manager of Ranger Global Real Estate Advisors, an independent investment advisor, was a guest on the latest episode of Nareit’s REIT Report podcast.Duffy spoke about: the state of commercial...

  
• 06.01.2023

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

  Chris Benjamin, CEO of Alexander & Baldwin, Inc. (NYSE: ALEX), was a guest on the latest episode of Nareit’s REIT Report podcast.Benjamin, who will step down as CEO on June 30, reflected on his tenure at A&B, why supporting community...

  
• 05.25.2023

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

  John Haskell, founder and chief investment officer at Atla Capital Management LLC, was a guest on the latest episode of the Nareit REIT Report.During the interview, Haskell talked about the opportunities from investing in global emerging market listed real estate,...

  
• 05.18.2023

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

  Jonathan Miniman, global portfolio manager and head of the Americas real estate securities research team at CBRE Investment Management, was a guest on the latest episode of the Nareit REIT Report.During the interview, Miniman discussed: concerns impacting commercial real estate—including...

  
• 05.11.2023

  Episode 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 Busken, senior vice president and director of real assets at FEG Investment Advisors.“There's a growing recognition that...

  
• 05.04.2023

  Episode 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 the next 12 to 24 months, confirming that the “timing is right” for the launch of the...

  
• 05.01.2023

  Episode 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 strategy and performance, says Jessica Long, Nareit senior vice president for environmental stewardship and sustainability.Speaking on the...

  
• 04.20.2023

  Episode 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 that change is everybody’s responsibility, and to build coalitions wherever possible, says Adjoa B. Asamoah, an advocate of...

  
• 04.06.2023

  Episode 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 broader macroeconomic environment, says Matt Gardner, CBRE’s U.S. life sciences leader.Speaking on the Nareit REIT Report,...

  
• 03.30.2023

  Episode 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 affordable starter homes among the key factors supporting growth in the sector, says David Auerbach, managing director at Armada...

  
• 03.23.2023

  Episode 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 investor portfolios, especially given the sector’s risk return profile, asset appreciation, and inflation protection benefits.A...

  
• 03.16.2023

  Episode 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 investment in its core markets, muted supply, and strong balance sheet fundamentals—as he prepares to step down from his...