Principal’s Rich Hill on REITs’ Transition from Recovery to Expansion
Rich Hill, Global Head of Research and Strategy at Principal Asset Management, told the REIT Report podcast that the REIT market’s transition from recovery into expansion is an important signal that i...
23 Juli 0s
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 Juli 9min
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
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
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
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
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
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
