
Episode 305: Farmland Investment Offers Stability, Good Returns, Inflation Hedge Benefits
Investing in the farmland sector offers stability, strong income, good total returns, and inflation hedge characteristics, among other benefits, according to Martin Davies, global head of Nuveen Natur...
4 Feb 202212min

Episode 304: Data Center Sector Promoting Renewable Energy Use Across the Electric Grid
The data center sector is playing a significant role in getting utilities to increase the use of renewables across the electricity grid and bring about the larger goal of a 90% carbon-free electricity...
31 Jan 202217min

Episode 303: Prologis sees Multi-Year Tailwinds from Efforts to Rebuild Inventory Levels
Prologis, Inc . (NYSE: PLD) Global Head of Capital Deployment Dan Letter says ongoing efforts by companies to rebuild inventories to pre-pandemic levels, and a focus on resiliency rather than efficien...
27 Jan 202214min

Episode 302: American Finance Trust Strengthens Commitment to Brick and Mortar Retail
With a footprint heavily weighted toward the Sunbelt, plus an expanding portfolio of necessity retail assets, Michael Weil, CEO of American Finance Trust, Inc. (Nasdaq: AFIN), says the REIT is well-po...
14 Jan 202216min

Episode 301: REIT Industry Seeing Ample Capital, Rising Rents, & Elevated Asset Values at Year-End
The REIT industry is closing out 2021 in a position of strength, with ample financing available, brisk merger and acquisition activity, high and rising rents, and elevated asset levels, according to E...
16 Dec 202111min

Episode 300: Economy on Sound Footing Entering 2022, Providing Solid Backdrop for REIT Performance
The economy will enter 2022 on a firm footing and should be able to withstand a variety of challenges that have emerged in recent months, providing a backdrop for continued solid REIT performance, say...
10 Dec 20217min

Episode 299: REIT M&A Boosted by Price Recovery, Attractive Financing, & Renewed Activist Pressure
Total REIT M&A activity through the third quarter of 2021 has already surpassed levels seen in 2019 and 2020, boosted by price recovery, attractive financing, and renewed pressure from activist invest...
17 Nov 20217min

Episode 298: Pebblebrook CEO Says Lodging Sector Showing a Varied Recovery Path
The hotel and lodging sector is showing a varied recovery, as it outperforms 2019 levels in some areas but struggles in others, according to Pebblebrook Hotel Trust (NYSE: PEB) Chairman, President, an...
5 Nov 202112min




















