Nareit's REIT Report Podcast

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

Jun 5, 2025
Matt Werner, managing director and senior portfolio manager at Chilton Capital Management, shares his insights on active REIT strategies in volatile markets. He highlights how current tariff-induced fluctuations create ideal conditions for taking advantage of undervalued assets. Werner notes the resilience of REITs, particularly in sectors like data centers and healthcare, which thrive despite economic challenges. With growing dividends and favorable valuations compared to equities, he encourages investors to rethink their perspectives on the REIT landscape.
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INSIGHT

Public REITs Show Strong Potential

  • Public REITs offer growing dividends alongside the potential for accelerating earnings across almost all property types.
  • Their valuations are currently fair relative to equities and undervalued compared to historical averages.
ANECDOTE

REITs Thrive Amid Past Volatility

  • Matt Werner recalled past market volatility like the 1999 tech crash and 2013 taper tantrum, which were ultimately great investing periods for REITs.
  • REIT fundamentals remained strong despite headline noise about interest rates and economic uncertainty.
INSIGHT

REIT Resilience Amid Interest Rate Moves

  • REITs have shown resilience despite interest rate concerns and volatility of the 10-year treasury.
  • Confidence in rent growth and occupancy support strong earnings potential even with interest rate fluctuations.
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