Episode 328: Green Street Says Investors Should Prioritize Public Real Estate in Current Volatility
With listed REITs trading at sizeable discounts to their underlying gross asset value, institutional investors should prioritize public real estate at this time, says Dave Bragg, co-head of strategic ...
11 Aug 202211min
Episode 327: PREIT CEO Says Sale of Unproductive Assets Positions Company Well for Future Growth
The sale of roughly half of PREIT’s (NYSE: PEI) portfolio of shopping malls, combined with the replacement of unproductive department stores with better performing assets, positions the company well f...
5 Aug 202212min
Episode 326: Real Estate Deal Activity Focusing More on Experiential-Oriented Sectors
Real estate deal activity is concentrating on sectors that can perform well in a rising rate environment or in periods of high inflation, with experiential-oriented assets in particular demand, says T...
22 Juli 202210min
Episode 325: Measurabl CEO Says Real Estate has “Tremendous” Leadership Opportunity to Advance Sustainability
Commercial real estate is in a position to take a leading role to advance the sustainability agenda, while regulation is also helping to move the whole industry forward, says Matt Ellis, founder and C...
14 Juli 202214min
Episode 324: Affordable Housing Crisis Not Just a Lower Income Phenomena, Former Fannie Mae Exec Says
The affordable housing crisis facing the United States today is not just a lower-income phenomena, but impacts individuals making six-figure salaries, says Kenneth Bacon, co-founder and managing partn...
8 Juli 202222min
Episode 323: Lodging Real Estate Sector Fundamentals Healthy, but Margins Softening
Conditions in the lodging and hospitality real estate sector are healthy overall, but the combination of ongoing labor shortages, interest rate creep, and high construction costs are acting to soften ...
27 Juni 202214min
Episode 322: Phillips Edison Seeing Strong Operating Environment in Grocery-Anchored Shopping Segment
Phillips Edison & Co., Inc. is seeing a “really strong” operating environment across its portfolio, but the REIT also has a realistic view that there are going to be pressures weighing on the consumer...
16 Juni 202213min
Episode 321: Commercial Real Estate Providing Buffer Against Inflation Pressures: Nuveen
Commercial real estate continues to provide a solid hedge against inflation, a trend that has been borne out over multiple decades during periods when inflation has exceeded 4%, says Carly Tripp, glob...
1 Juni 202213min
