Nareit's REIT Report Podcast

Nareit

A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders. 

  1. 5D AGO

    PwC’s Tim Bodner Sees Volatility Impacting Pace, Not Direction, of CRE Recovery

    Tim Bodner, global and real estate deals leader at PwC, told the REIT Report podcast that the commercial real estate environment is marked by cautious optimism, with investors increasingly focused on how quickly to deploy capital as macro volatility impacts the pace, rather than the direction, of recovery. “We like to think of it as a mood of cautious optimism with the dial creeping up,” he said. Private real estate values appear to have bottomed in late 2024, transaction volumes are expected to rise 16% to 20% this year, and institutional investors have returned as net buyers, he pointed out. Global investors, meanwhile, have raised their planned U.S. allocation from 11% to 16% during the last year. “So even with tariffs and political noise, the U.S. still wins on liquidity, transparency, and just the options around growth,” Bodner said.

    21 min

  2. MAY 14

    Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption

    Seth Laughlin, head of real estate strategy & research at Cohen & Steers, joined the REIT Report podcast to discuss key forces shaping REIT and listed real estate performance today, including the importance of sector positioning amid an economy facing accelerated disruptions. Citing “massive” changes in corporate and consumer behavior, Laughlin noted that “as we look forward, I think AI is going to be the next disruption to how the economy takes space.” Given these vast shifts, “I do think sector allocation is going to be crucial as we seem to be accelerating these disruptions in the economy.” Laughlin also discussed how, despite geopolitical tension, REITs have managed to maintain their position, showcasing resilience compared to broader market movements. He also pointed to a wide dispersion in sector performance, with some sectors like shopping centers thriving while others are struggling.

    17 min

  3. MAY 12

    How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource

    In this special episode of the REIT Report, Bridget Bray, director of partnerships at Power TakeOff, joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to discuss how the company delivers utility-funded Virtual Commissioning (VCx) programs across the United States.  She shares how the firm works with commercial real estate owners to improve net operating income and increase asset value by identifying and rectifying energy waste through analysis of utility smart meter data. She explains how Virtual Commissioning is distinct from traditional retro-commissioning programs—it requires no on-site visits, no hardware installation, and no contracts with building owners. The service is free for building owners and is funded directly by utility partners. Power TakeOff partners with nearly 30 utilities across the country to deliver utility-funded Virtual Commissioning (see map for details). Bray shares details on how Power TakeOff's team of experienced energy advisors analyzes smart meter data remotely to identify abnormalities in energy usage patterns and, through virtual consultations with property managers, facilities managers, or on-site engineers, provides personalized recommendations to optimize existing building systems and controls.

    23 min

  4. MAY 7

    Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle

    Vikram Malhotra, managing director, real estate equities at Mizuho, joined the REIT Report to review trends in the industrial/logistics REIT sector. Despite some softness in the first quarter, a new upcycle remains in place, with big box demand playing a key role, he said. Warehouses of over 500,000 square feet have done “very well,” Malhotra said, as companies like Walmart and Amazon adapt to the necessity of quick, last-mile distribution. Mizuho currently estimates overall sector vacancy at 7.5%. That rate is close to peaking, Malhotra said, and then should modestly trend down. “Until we see vacancy trend to about 6%, I think it'll be really hard to see real rent growth…I think we're at least a year away from a very strong market trend.” As for the impact of current global instability, Malhotra noted that “in the very near term, spot demand is strong, but we are monitoring factors where we could see a sign of a pause.”  Instability is likely to strengthen the reshoring trend that has been a theme for the past few years, Malhotra added. Despite the ongoing conflict, the demand for logistics space is expected to reach 150-200 million square feet annually, a significant uptick from previous years. Chapters: 00:00 AI Sparks Logistics Upside  00:57 Industrial Outlook 2026  01:44 Big Box Demand Split  02:33 Conflict Impact Check  03:54 Supply Chains And Data Centers  05:54 Markets Supply Risk 2026  07:55 Vacancy And Rent Path  09:07 Warehouse Design Shifts  10:49 Power And Automation Edge  11:59 AI Driven E Commerce Cycle  12:49 Wrap Up And Subscribe

    13 min

  5. APR 30

    KBS’s Marc DeLuca Sees Capital Market Reset Underway for Commercial Real Estate

    Marc DeLuca, CEO and Eastern regional president of KBS, and chairman of the board at KBS REIT III, joined the latest episode of the REIT Report to discuss how the current market cycle presents a unique challenge, particularly regarding capital availability and costs.  Today's environment resembles a capital markets "reset" rather than a structural change in how real estate is used, he said. DeLuca also shared how REITs have performed well compared to other major indices, with their strategic focus on high-quality assets and sustainability attracting investors seeking resilience in their portfolios. As interest rates start to decline, REITs “can act quickly, and their ability to use leverage will be greatly enhanced and allow REITs to grow tremendously,” he said. Chapters: 00:00 Rates And Deal Flow  00:27 Meet The Host And Guest  00:59 Capital Markets Reset 01:51 Why REITs Diversify  02:49 REIT Sentiment Today  04:02 Prime Office Defined  06:11 AI And Office Demand  07:57 Beyond Office Focus  09:21 Picking Winning Markets  11:03 Deal Approval Playbook  14:02 Relationships Drive Deals  14:39 AI In Real Estate Ops  17:53 Sustainability That Pays  21:10 Watching Rates Ahead  23:07 Closing And Subscribe

    23 min

  6. APR 23

    REIT Leadership Expectations Shifting Amid More Complex Environment: Ferguson Partners

    Courtney Calinog, senior director, and Mike Cordingley, managing director at Ferguson Partners, joined the REIT Report podcast to discuss how leadership expectations for REIT CEOs are shifting in a more complex, capital-constrained environment.  Based on conversations with CEOs and senior executives, they found a strong consensus: while technical and financial expertise remain essential, they are now “table stakes,” Calinog said. What differentiates top leaders are people-centered capabilities like self-awareness, communication, and the ability to build trust and clarity amid uncertainty, she noted. The current market demands more strategic, adaptive leadership as cheap capital is no longer a reliable driver, Cordingley pointed out. CEOs must act as “enterprise translators,” he said, connecting capital markets, investor expectations, and operational decisions.  At the same time, leadership turnover is accelerating. Most REIT CEOs are still promoted from within—making early leadership development critical. “It's the REITs that are treating leadership capability the way that they treat portfolio construction, (with) the same rigor, intentionality, looking at a long time horizon, that are going to differentiate,” Cordingley said.

    14 min

  7. APR 16

    J.P. Morgan's Pulkit Sharma on How REITs Play Complementary Role in Diversified Portfolios

    Pulkit Sharma, head of J.P. Morgan Asset Management’s Alternatives Investment Strategy and Solutions (AISS) business, joined the REIT Report podcast to review the evolving landscape of real estate investing, emphasizing the benefits of diversified portfolios that combine public and private strategies.  “When it comes to alternatives today, we believe more is better in client portfolios, broader is better, as well as active is better,” Sharma said. Real estate, and REITs in particular, play an important part of that alternative investment landscape, he added. Sharma noted that the increased availability of data today has resulted in a more science, less art-based approach to designing outcome-oriented portfolios that target various client priorities such as income orientation, growth orientation, or a combination of both.  A research piece, coauthored with GIC Singapore, shares insights into a framework for building multi-alternatives portfolios, integrating strategic sizing of positions with active marginal capital allocation  to improve portfolio outcomes.

    19 min

  8. APR 9

    Easterly Ranger’s Peter Zabierek Says Complex CRE Backdrop Creates Opportunity for Selective Investors

    Peter Zabierek, senior portfolio manager at Easterly Ranger, joined the REIT Report podcast to discuss some of the complexities of the current real estate market in which “the easy answers are gone,” but where more opportunities exist for investors who can be selective. “It's less about broad sector calls and more about understanding where demand is actually showing up and how capital is being allocated and who can execute. So that's what's driving outcomes right now and that's where the opportunity is,” Zabierek said. During the interview, Zabierek noted that real estate has become a “much more operational business and outcomes are increasingly driven by how well companies execute.” As a result, now is really the time to focus on management teams and how they're executing their business plans, not just the assets that they own, he said.

    15 min
See All (412)

4.5
out of 5
38 Ratings

About

A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders. 

Information

  • Creator
    Nareit
  • Years Active
    2013 - 2026
  • Episodes
    412
  • Rating
    Clean
  • Copyright
    © 2026 Nareit's REIT Report Podcast
  • Show Website
    Nareit's REIT Report Podcast

You Might Also Like