Nareit's REIT Report Podcast

Nareit
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Jun 21, 2018 • 3min

REIT Portfolio Manager Steve Brown Sees Inflection Point in Same-Store NOI

Steven Brown, senior portfolio manager at American Century Investments, joined Nareit for a special edition of Nareit’s REIT Report Podcast recorded in New York during Nareit’s REITweek: 2018 Investor Conference.Brown commented on REIT fundamentals, noting that following a deceleration in the last couple of years, “we’re starting to see an inflection point in terms of same-store net operating income (NOI).” If the United States economy continues to improve, that could bode well for an acceleration in REIT fundamentals in 2019, he added.
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Jun 15, 2018 • 8min

REIT Portfolio Managers Watching Capital Formation, M&A Activity and Risk-Taking

Laurel Durkay, portfolio manager at Cohen & Steers, and J. Scott Craig, portfolio manager at Eaton Vance, were guests on a special edition of Nareit’s REIT Report Podcast recorded in New York during Nareit’s REITweek: 2018 Investor Conference.Durkay and Craig discussed several key topics, including the messages from REIT management teams that they are paying most attention to.
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May 29, 2018 • 9min

REIT Valuation Levels Likely to Result in More Go-Private Transactions

Hans Nordby, managing director of CoStar Portfolio Strategy, is the guest on the latest edition of Nareit’s REIT Report podcast. Nordby discusses some of the main factors influencing REIT valuations and what the sharp disconnect between public and private market real estate values could mean going forward.
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May 17, 2018 • 5min

REIT Valuations Likely to Better Reflect Underlying Fundamentals Going Forward

Nareit’s Brad Case sees signs that investors are regaining interest in REITs.
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May 9, 2018 • 4min

Prologis/DCT Deal Underscores Continued Demand in Industrial REIT Sector, Analyst Says

Bloomberg’s Lindsay Dutch says deal may not change competitive landscape overall.
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May 2, 2018 • 7min

REIT Underlying Fundamentals Point to Upside Potential in 2018

Nareit’s Calvin Schnure says increased certainty on interest rates will support REITs.
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Apr 24, 2018 • 4min

Global Net Lease Sees “Tremendous Pipeline” of Acquisition Opportunities

James Nelson, president and CEO of Global Net Lease is the guest on the latest episode of Nareit’s REIT Report podcast.Nelson, who was named CEO in August 2017, notes that GNL’s net lease portfolio is about evenly split between the United States and Europe.
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Apr 17, 2018 • 8min

NIC Chief Economist Says Senior Housing Remains a Compelling Story for Investors

NIC’s Beth Mace says demographic forces “just getting better.”
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Apr 9, 2018 • 10min

NYU Schack Dean Sam Chandan Highlights Broad-Based Benefits of Diversity

Schack research points to link between diverse populations and long-term growth.
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Mar 30, 2018 • 13min

American Tower CEO Says REIT Taking Leading Role in 5G Transition

5G will allow mobile devices to stream high definition videos and offer augmented and virtual reality products. 5G will also enable a “really robust” Internet of Things environment, including the use of autonomous vehicles and drones, says James Taiclet, chairman, president and CEO of American Tower Corp.

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