Nareit's REIT Report Podcast

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Nareit's REIT Report Podcast

Nareit

488 episodes

3 weeks ago

Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away from a sector-based investment focus to one that drills down to the asset and submarket level. Alperstein explained that value creation in the real estate sector has reflected financing and lower cap rates. Going forward, “what we expect is that a lot more...

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Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away from a sector-based investment focus to one that drills down to the asset and submarket level. Alperstein explained that value creation in the real estate sector has reflected financing and lower cap rates. Going forward, “what we expect is that a lot more...

Show more...

Episodes (20/488)

Nareit's REIT Report Podcast

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

Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away from a sector-based investment focus to one that drills down to the asset and submarket level. Alperstein explained that value creation in the real estate sector has reflected financing and lower cap rates. Going forward, “what we expect is that a lot more...

3 weeks ago

16 minutes

Nareit's REIT Report Podcast

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

Jeff Edison, chairman and CEO of Phillips Edison & Co., Inc. (Nasdaq: PECO), joined the REIT Report to celebrate 65 years of REITs. He noted how the REIT structure has allowed PECO to efficiently raise capital in both the retail and institutional markets, enabling it to pursue aggressive growth and become one of the largest owners and operators of grocery-anchored shopping centers today. PECO was founded in 1991 and operated as a public non-listed REIT before its IPO in 2021. Edison noted...

1 month ago

10 minutes

Nareit's REIT Report Podcast

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

Mike Acton, head of research and strategy for North America at global real estate asset manager AEW, joined the latest episode of the REIT Report. He discussed why commercial real estate provides an anchor amid today’s tech-driven market boom, how many smaller and retail investors are under-allocated to the sector, and why now could be the best entry point in a decade for real estate investment. Acton noted that the largest, most sophisticated institutional investors typically have real estat...

1 month ago

19 minutes

Nareit's REIT Report Podcast

Millrose Properties CEO on Modern Land Banking & Capital Efficiency

Darren Richman, CEO of Millrose Properties, Inc. (NYSE: MRP), joined the REIT Report podcast to discuss the land banking business model and how the REIT works with major home builders to improve capital efficiency. Millrose was spun off from home builder Lennar Corp. in February, allowing Lennar to focus on the consumer-facing aspect of its business by transferring the land development side to Millrose. The REIT works with Lennar and 11 other homebuilders. “The more modern form of land bankin...

1 month ago

19 minutes

Nareit's REIT Report Podcast

Institutional Real Estate Investor Market Conviction Points to Increased Capital Deployment

Doug Weill, founder and co-managing partner at Hodes Weill and Associates, joined the REIT Report podcast to discuss findings from the 2025 Institutional Real Estate Allocations Monitor. Weill noted that institutions decreased target allocations by 10 basis points this year, although allocations are expected to increase by about the same amount in the coming 12 months. The survey showed market conviction “tick up a bit,” he added. “That to us indicates that institutions are increasingly...

1 month ago

10 minutes

Nareit's REIT Report Podcast

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

Randy Moss, an industry principal at Yardi, joined the latest episode of the REIT Report podcast to discuss the current landscape for energy management and sustainability reporting facing REITs and commercial real estate (CRE). Yardi is a Nareit Real Estate Sustainability Partner. Moss pointed to funding and building performance standards as key issues of the moment. “The challenge is understanding where your buildings have to comply, (and) what all-new data points you may be needing to...

1 month ago

13 minutes

Nareit's REIT Report Podcast

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

Daniel Ismail, co-head of strategic research at Green Street, joined the REIT Report to discuss recent REIT M&A activity and its implications for the sector. REIT M&A activity has been lively in 2025, with the pace expected to continue into 2026, especially if interest rates decline, Ismail said. At the same time, however, the size of transactions is about 80% smaller than over the past decade, he added. Deals announced this month include the acquisition of Sotherly Hotels Inc. (Nasda...

2 months ago

9 minutes

Nareit's REIT Report Podcast

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

James Davidson, Houston-based capital markets partner in the REIT practice at Hogan Lovells, was a guest on the latest episode of the REIT Report podcast. He discussed the recent Fermi Inc. IPO and its implications for the REIT industry, particularly in the context of the energy and infrastructure assets that are needed to fuel the buildout of AI technology. “The way to think about Fermi is that it's a mainstream attempt to finance the physical side of artificial intelligence with a REIT wrap...

2 months ago

14 minutes

Nareit's REIT Report Podcast

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

In this conversation, Brian Rubin discusses the key issues and priorities facing REIT boards today, including economic uncertainty, regulatory compliance, and the need for technology fluency. He emphasizes the evolving skills required for board members, strategies for effective governance, and the role of AI in enhancing board operations. The discussion highlights the importance of continuous improvement in governance practices to adapt to changing risks and opportunities in the real estate s...

2 months ago

13 minutes

Nareit's REIT Report Podcast

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

Friso Berghuis, director of listed investments at Dutch pension fund investment manager Bouwinvest, joined the REIT Report podcast to discuss the integration of REITs and listed real estate into Bouwinvest’s global investment strategy. Bouwinvest has executed on a fully integrated public and private real estate strategy since 2012. Berghuis noted that including listed real estate ensures the opportunity to invest in specific compelling geographic markets and sectors such as health care, self-...

2 months ago

17 minutes

Nareit's REIT Report Podcast

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

Victor Coleman, chairman and CEO of Hudson Pacific Properties, Inc. (NYSE: HPP), joined the latest episode of the REIT Report podcast. He discussed the unique positioning of Hudson Pacific in the REIT sector, with its focus on marquee office and studio properties for tech and media tenants. Coleman shared insights on current trends in the West Coast office market, the impact of AI on real estate, innovative leasing strategies, the effects of new tax incentives on studio demand in California a...

2 months ago

16 minutes

Nareit's REIT Report Podcast

Deloitte 2026 Commercial Real Estate Outlook Points to Increased Global Investment

In a special episode of the REIT Report, sponsored by Deloitte, a Nareit Platinum Industry Partner, Sally Ann Flood, vice chair and U.S. real estate sector leader at Deloitte, shared some of the highlights of Deloitte's 2026 commercial real estate outlook. Deloitte’s survey of more than 850 c-level executives across North America, Europe, and Asia Pacific revealed optimism in the sector, with a sentiment index of 65. This marked a slight pullback from last year’s high of 68, Flood noted...

3 months ago

18 minutes

Nareit's REIT Report Podcast

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

Bill Hughes, managing director, liquid strategies at Digital Bridge Investment Management, joined the latest episode of the REIT Report podcast. He discussed opportunities in listed real estate and REITs for institutional investors, the impact of liquidity on market dynamics, the importance of strategic portfolio construction in relation to interest rates, and more. Hughes noted that now is an “interesting time” for institutional investors to be thinking about their allocation to public real ...

3 months ago

18 minutes

Nareit's REIT Report Podcast

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

In this episode, Sarah Borchersen-Keto and Uma Moriarity, senior investment strategist at CenterSquare Investment Management, discuss the implications of recent Federal Reserve decisions on interest rates and their impact on REITs and the commercial real estate market. They explore historical trends in REIT performance, current investor sentiment, and the valuation differences between public and private real estate markets. Moriarity shares insights on high conviction property types and strat...

3 months ago

13 minutes

Nareit's REIT Report Podcast

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

Stacey McEvoy, partner at Hogan Lovells, was a guest on the latest episode of the REIT Report podcast. She discussed REIT transaction activity, capital raising, legal and regulatory issues facing the industry, and more. McEvoy noted that REITs demonstrated resilience in the first half of 2025 and pointed out that those REITs that have maintained disciplined balance sheets have been the most successful at navigating market volatility. “I do think the modest positive performance tha...

3 months ago

10 minutes

Nareit's REIT Report Podcast

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

Chad Lavender, president of capital Markets for North America at Newmark, was a guest on the latest episode of the REIT Report podcast. Lavender discussed REIT capital market activity today, including solid demand for larger asset portfolios, REIT sectors where capital is being deployed extensively, the anticipated wave of investment in alternative asset classes, and more. Lavender noted that capital market activity for the health care sector, particularly senior housing, has outperform...

3 months ago

12 minutes

Nareit's REIT Report Podcast

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

Earnest Sweat, a tech innovation expert, was a guest on the latest edition of the REIT Report podcast. In the last of a three-part miniseries, Sweat continued to examine the intersection of AI with the REIT sector, focusing on how REITs can evaluate AI pilots, partnerships, and capabilities. Sweat is a venture capitalist and general partner at Stresswood, an early-stage fund focused on backing exceptional founders building the next wave of enterprise technology. During the intervi...

4 months ago

11 minutes

Nareit's REIT Report Podcast

Armada Hoffler Sees Robust Office Demand, Value Opportunities Across Portfolio

Craig Ramiro, executive vice president of asset management at Armada Hoffler Properties, Inc. (NYSE: AHH), joined the latest episode of the REIT Report podcast. He discussed the company’s focus on creating value—including repositioning and redevelopment opportunities across the portfolio—as well as the strong demand it sees for its class-A office properties. Ramiro noted that Armada Hoffler is benefitting from the supply-demand imbalance for top office space in the best locations. In Ba...

4 months ago

14 minutes

Nareit's REIT Report Podcast

Deloitte Sees Acceleration of Real Estate Investment in Alternative Property Types

Mark Wojteczko, Deloitte’s national real estate funds co-leader, was a guest on the latest episode of Nareit’s REIT Report podcast. He reviewed findings from a recent Deloitte report into the rise of alternative property types and how upcoming changes in corporate leadership could accelerate that trend. “We do believe that the emergence of these alternative property types is going to accelerate in the future and that many next-gen leaders are going to be a big part of that,” Wojteczko s...

4 months ago

15 minutes

Nareit's REIT Report Podcast

SPECIAL EPISODE: Building Resilient Energy Systems

In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Michael Reed, senior director of building transformation at the New York State Energy Research and Development Authority (NYSERDA), joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability. They discuss the organization’s experience working with the commercial real ...

4 months ago

37 minutes