Sally Ann Flood, vice chair and U.S. real estate sector leader at Deloitte, was a guest on the latest episode of Nareit’s REIT Report podcast. She reviewed highlights of the firm’s 2025 commercial real estate outlook, which indicates that next year could be a potential turning point for the sector. “After two consecutive years where most survey res…

Jacob Rowden, senior manager for U.S. office research at JLL, was a guest on the latest episode of Nareit’s REIT Report podcast. He noted that within the last year, a top-down recovery has been evident in the office sector that is now beginning to spill over more broadly. Rowden noted that factors supporting a more positive direction for the sector…

Jeremy Banoff, vice chairman of Ferguson Partners and co-leader of the firm’s Compensation Consulting group, was a guest on the latest episode of the Nareit REIT Report podcast. Banoff discussed some of the key findings from the 2024 Nareit Compensation & Benefits survey, which is conducted by Ferguson Partners and sponsored by Nareit. The particip…

Brandon Pizzola, economist in EY’s Quantitative Economics and Statistics (QUEST) practice, was a guest on the latest episode of Nareit’s REIT Report podcast. Nareit commissioned EY to estimate the economic contribution of U.S. REITs in 2023, the most recent year of complete information. The data showed that REITs supported an estimated 3.5 million …

Todd Kellenberger, REIT client portfolio manager at Principal Asset Management, was a guest on the latest episode of Nareit’s REIT Report podcast. Kellenberger discussed how REITs are likely to perform amid either an economic soft landing or mild recession, as well as the impact of lower interest rates on the sector. “The general trajectory of wher…

Mike Acton, head of research at AEW Capital Management, was a guest on the latest episode of Nareit’s REIT Report podcast. Acton discussed the broader macro backdrop for commercial real estate. While markets are excited about the prospect of interest rate cuts, that sentiment is set against concern about potential recession and possible policy chan…

Jeff Edison, chairman and CEO of Phillips Edison & Company, Inc. (Nasdaq: PECO), and James Corl, head of the private real estate group at Cohen & Steers, were guests on the latest episode of the Nareit REIT Report podcast. PECO and Cohen & Steers Income Opportunities REIT, Inc. (CNSREIT) have formed a joint venture focused on acquiring open-air gro…

Brendan Cooper and Jared Morris, directors at Teacher Retirement System of Texas (TRS), joined the latest episode of Nareit’s REIT Report podcast to discuss how TRS tactically invested in REITs during a period of public and private real estate valuation divergence. In 2022, the TRS Strategic Property REIT Execution and Delivery (SPREAD) team were m…

Colin Trovato, portfolio manager at Ranger Global Real Estate Advisors, was a guest on the latest episode of Nareit’s REIT Report podcast. Trovato discussed housing trends and the role of the single family rental (SFR) sector in helping to alleviate the shortage of supply. Trovato discussed the impact of rising interest rates on home ownership and …

Ashley Fox, CEO and founder of Empify and the WealthBuilders Community App, was a guest on the latest episode of Nareit’s REIT Report podcast. She spoke about the efforts Empify has undertaken to educate individuals with limited funds and investment experience, enabling them to build a financial foundation and begin building wealth. Fox left a care…

In this episode of the REIT Report special series “Building to Zero,” the U.S. Green Building Council’s Heather Payson and Wes Sullens share their perspectives on the building sector’s sustainability journey and the path forward for decarbonizing commercial real estate. When USGBC was founded over 30 years ago and the first version of LEED was rele…

Ranjini Venkatesan, vice president and senior credit officer at Moody’s Ratings, was a guest on the latest episode of the Nareit REIT Report podcast. Venkatesan discussed how capital investment levels have been high for both Digital Realty (NYSE: DLR) and Equinix, Inc . (Nasdaq: EQIX), and are expected to remain so. “Over the last three years, annu…

Scott Stubbs, executive vice president and CFO of Extra Space Storage Inc . (NYSE: EXR), joined the latest episode of Nareit’s REIT Report podcast. During the interview, Stubbs reflected on professional and personal accomplishments and challenges surrounding the REIT’s 2004 IPO and discussed further growth opportunities ahead. August marks the 20th…

Dominique Moerenhout, CEO of EPRA, the European Public Real Estate Association, was a guest on the latest edition of Nareit’s REIT Report podcast. Moerenhout discussed political changes underway in Europe and the U.K. today and their impact on listed real estate. He noted that the EU's new competitiveness focus will create a more business-friendly …

Chad Tredway, managing director and head of real estate Americas at J.P. Morgan Asset Management, was a guest on the latest episode of the REIT Report podcast. Tredway said the current environment represents “the best buying opportunity” for commercial real estate. Fundamentals are strong and investors are in a position to purchase assets at a 10% …

David Bonser, global managing partner of the corporate practice and global co-head of the REIT practice at Hogan Lovells, was a guest on the latest episode of the Nareit REIT Report. Bonser discussed the current state of the capital markets for REITs and the most popular methods for raising capital. “You are seeing people lock in to raise debt capi…

In this episode of the REIT Report special series “Building to Zero,” Bryn Baker from the Clean Energy Buyers Association (CEBA) discusses how energy customers are a powerful voice for modernizing the power system that underpins economic growth and development. The Clean Energy Buyers Association (CEBA) represents members with about $15 trillion in…

Brian Klinksiek, LaSalle’s global head of research and strategy, was a guest on the latest edition of the Nareit REIT Report podcast. Klinksiek said REITs are in a position to play a consolidator role in the market, given their access to capital, improving valuations, and operational advantages. “We've been framing the outlook for REITs as, are we …

John Worth, Nareit executive vice president, research and investor outreach, was a guest on the latest episode of the REIT Report. Worth discussed some of the key features of Nareit’s newly-published 2024 Mid-Year Report. Worth noted that despite REITs underperforming the broader stock market this year, they remain able to navigate the current peri…

Tim Bodner, U.S. real estate deals leader at PwC, was a guest on the latest episode of Nareit’s REIT Report podcast. Bodner underscored a dynamic real estate market adapting to new economic realities and the importance of leveraging technological advancements to navigate challenges and seize emerging opportunities in 2024. He noted that transaction…

Gina Szymanski, managing director and lead portfolio manager, North America REITs, at AEW Capital Management, was a guest on the latest episode of the REIT Report podcast. Szymanski noted that a lot of discussion at Nareit’s REITweek: 2024 Investor Conference focused on the capital markets backdrop and what that means for transaction activity.…

Julie Whelan, global head of occupier thought leadership at CBRE, was a guest on the latest episode of the REIT Report podcast. Whelan discussed the findings of a new CBRE report, Shaping Tomorrow’s Cities, which looks at ways to reinvent U.S. cities after the upheaval of the pandemic and the growth of remote work. She noted that urban revitalizati…

Jim Risoleo, president and CEO of Host Hotels & Resorts, Inc . (Nasdaq: HST), was a guest on the latest episode of the REIT Report podcast. During the interview, Risoleo discussed the REIT’s latest results, trends in leisure and group travel, recent acquisitions in Nashville, conditions in Maui, renovation projects, sustainability targets, and more…

John Sullivan, chair of U.S. real estate and co-chair of the global real estate practice at DLA Piper, was a guest on the latest episode of the Nareit REIT Report. Sullivan shared some of the findings from the DLA Piper Global Real Estate State of the Market Survey 2024. He described sentiment among CRE executives today as one of “cautious optimism…

Jonathan Keith, managing director with the risk and financial advisory practice at Deloitte and Touche LLP, where he is also the real estate sector leader in the M&A group, was a guest on the latest episode of the Nareit REIT Report podcast. Keith discusses Deloitte's 2024 commercial real estate M&A outlook, noting that higher interest rates due to…