Episode 389: REIT Valuations Look Attractive Amid Favorable Macro Backdrop: Morgan Stanley

Episode 389: REIT Valuations Look Attractive Amid Favorable Macro Backdrop: Morgan Stanley

Laurel Durkay, head of global listed real assets at Morgan Stanley, was a guest on the latest edition of the Nareit REIT Report podcast. Durkay said REITs today are “cheap” versus broader equities. “They do screen attractively versus private real estate. They look compelling versus where REITs have historically traded, and they look pretty fairly valued versus fixed income. The macro backdrop is favorable with interest rate stabilization and the increasing likelihood of cuts this ye...

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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 Juli 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 Juli 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 Juni 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 Juni 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 Juni 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 Juni 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 Maj 19min

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

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 ...

21 Maj 20min

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