Infrastructure REITs Playing Growing Role in Digital Economy

Infrastructure REITs Playing Growing Role in Digital Economy

The latest edition of the Nareit REIT Report podcast looked at the advent of 5G—and what it means for infrastructure REITs—with Ji Zhang, senior research analyst at Cohen & Steers. Zhang discussed the evolution of infrastructure REITs as a component of the broader REIT industry. In 2000, traditional REIT sectors accounted for about three quarters of REIT market capitalization, she observed. Today, they count for just under half. The first data center REIT was listed in 2004 at j...

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Episoder(519)

Nareit’s Ed Pierzak Sees Strong Momentum for REITs in 2026 and Beyond

Nareit’s Ed Pierzak Sees Strong Momentum for REITs in 2026 and Beyond

Nareit Senior Vice President for Research Ed Pierzak joined the REIT Report podcast to review key themes of Nareit’s 2026 mid-year update. He noted that REITs have maintained their outperformance so f...

16 Jul 9min

Multifamily REIT UDR CFO on Adopting Monthly Dividends, Record Low Turnover

Multifamily REIT UDR CFO on Adopting Monthly Dividends, Record Low Turnover

Dave Bragg, CFO at UDR, Inc. (NYSE: UDR), joined the REIT Report podcast to discuss the multifamily REIT’s decision to adopt a monthly dividend, its strategic focus on operational excellence, and the ...

9 Jul 11min

Barclay’s Brendan Lynch on Data Center REITs’ Extended Growth Opportunity Amid AI Demand

Barclay’s Brendan Lynch on Data Center REITs’ Extended Growth Opportunity Amid AI Demand

Brendan Lynch, co-head of U.S. equity REIT research at Barclays, discussed data center REITs on the latest REIT Report episode, noting that the sector is rebounding as enterprise AI demand accelerates...

2 Jul 10min

Kimco Realty’s David Bujnicki on Navigating Today’s Shifting IR Landscape

Kimco Realty’s David Bujnicki on Navigating Today’s Shifting IR Landscape

David Bujnicki, senior vice president of investor relations and strategy at Kimco Realty(NYSE: KIM), joined the REIT Report podcast to discuss the significant changes that have occurred across the inv...

25 Jun 16min

Lamar Advertising CFO on Digital Strategy, Local Market Strength, OOH Opportunity

Lamar Advertising CFO on Digital Strategy, Local Market Strength, OOH Opportunity

Jay Johnson, CFO and treasurer at Lamar Advertising Company (Nasdaq: LAMR), joined the REIT Report podcast to discuss the state of out-of-home (OOH) advertising, where Lamar sees new growth potential,...

18 Jun 12min

Deloitte’s Jonathan Keith Says CRE Investors Should Remain Nimble as M&A Conditions Shift

Deloitte’s Jonathan Keith Says CRE Investors Should Remain Nimble as M&A Conditions Shift

Jonathan Keith, managing director at Deloitte & Touche LLP, joined the REIT Report podcast to discuss how, as commercial real estate M&A activity evolves, investors must remain agile and informed. By ...

11 Jun 11min

Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease

Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease

Adam Kramer, vice president of equity research at Morgan Stanley, joined the REIT Report podcast to discuss developments in the multifamily REIT sector. While factors such as geopolitical tensions, el...

4 Jun 11min

IREI’s Geoffrey Dohrmann Says Investor Capital Remains Cautious, But Curiosity Returning

IREI’s Geoffrey Dohrmann Says Investor Capital Remains Cautious, But Curiosity Returning

Geoffrey Dohrmann, founder, chairman, and CEO of Institutional Real Estate Inc. (IREI) joined the REIT Report podcast to discuss how institutional investors are navigating the changing landscape of re...

28 Mai 19min

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