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. HACE 2 DÍAS

    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 strategies for building resilient portfolios amidst economic uncertainty.

    14 min

  2. 11 SEP

    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 that REITs have experienced during these uncertain times have left them well-positioned to achieve stronger performance in 2026 as the markets stabilize,” she said.  McEvoy also said the market is continuing to feel the effects of the high cost of capital from the last couple of years, along with higher cap rates. “And although those have been declining, investor sentiment remains cautious. As a result, transaction volume has been down.”

    11 min

  3. 4 SEP

    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 outperformed other asset classes over the past couple of years. Meanwhile, office REITs have also been active on the acquisition front, he noted, with many opting for JV partnerships in the process. Sovereign wealth funds in the Middle East and Asia continue to be active JV partners with REITs, he added.  As for interest in alternative assets, Lavender described a “huge wave of investing,” pointing out that the digital infrastructure and data center boom “is a modern day gold rush.”

    12 min

  4. 28 AGO

    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 interview, Sweat discussed critical questions a REIT leader should ask before launching an AI initiative, as well as how REITs can balance the promise of AI with the reality of implementation, and how REIT leaders should effectively communicate the value and purpose of AI initiatives to their teams.

    12 min

  5. 21 AGO

    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 Baltimore, for example, where the REIT has 1.6 million square feet of office space, Ramiro pointed to a “pretty astounding” level of corporate relocations.

    14 min

  6. 14 AGO

    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 said, referring to an anticipated pick-up in c-suite retirements within the next decade. “We believe that the appetite for some of these younger executives to really continue to focus on the alternative property types as an investable universe is significant and something that we're certainly monitoring here.”

    15 min
  7. SPECIAL EPISODE: Building Resilient Energy Systems

    12 AGO

    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 estate community to advance energy efficiency, delivering benefits to the energy system more broadly, including reliability and resilience. Reed shares how NYSERDA has evolved in the 50 years since it was founded as the state’s atomic energy agency in the 1970s. “The mission of having energy work for, and benefit, New Yorkers, making that energy as reliable and affordable as possible, has not wavered. The challenges as we look towards the future intersect with this conversation on resilience because our climate in New York and across the world is getting hotter. There's more moisture in the air, leading to extreme weather events, but also making the job of operating buildings harder.”

    38 min

  8. 7 AGO

    REITs and AI: How to Integrate AI into Existing Workflows

    Earnest Sweat, a tech innovation expert, was a guest on the latest edition of the REIT Report podcast. In the second of a three-part miniseries, Sweat continued to examine the intersection of AI with the REIT sector, focusing on real world solutions that are transforming the industry.  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.  Sweat stressed that AI allows humans “to do what they do best…show empathy, be creative, be influential, and make sales.” At the same time, he underlined the importance of “really thinking about what you are doing today, what is the process, and how could this potential technology improve it,” in addition to setting definitive key performance indicators.

    13 min
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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. 

Información

  • Creador
    Nareit
  • Años de actividad
    2013 - 2025
  • Episodios
    376
  • Clasificación
    Apto
  • Copyright
    © 2025 Nareit's REIT Report Podcast
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    Nareit's REIT Report Podcast

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