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
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
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
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 impo...
14 Maj 16min
