Laurel Durkay, portfolio manager at Cohen & Steers, and J. Scott Craig, portfolio manager at Eaton Vance, were guests on a special edition of Nareit’s REIT Report Podcast recorded in New York during Nareit’s REITweek: 2018 Investor Conference.
Durkay and Craig discussed several key topics, including the messages from REIT management teams that they are paying most attention to.
Hans Nordby, managing director of CoStar Portfolio Strategy, is the guest on the latest edition of Nareit’s REIT Report podcast. Nordby discusses some of the main factors influencing REIT valuations and what the sharp disconnect between public and private market real estate values could mean going forward.
Nareit’s Brad Case sees signs that investors are regaining interest in REITs.
Bloomberg’s Lindsay Dutch says deal may not change competitive landscape overall.
Nareit’s Calvin Schnure says increased certainty on interest rates will support REITs.
James Nelson, president and CEO of Global Net Lease is the guest on the latest episode of Nareit’s REIT Report podcast.
Nelson, who was named CEO in August 2017, notes that GNL’s net lease portfolio is about evenly split between the United States and Europe.
NIC’s Beth Mace says demographic forces “just getting better.”
Schack research points to link between diverse populations and long-term growth.
5G will allow mobile devices to stream high definition videos and offer augmented and virtual reality products. 5G will also enable a “really robust” Internet of Things environment, including the use of autonomous vehicles and drones, says James Taiclet, chairman, president and CEO of American Tower Corp.
Scott Crowe, chief investment strategist at CenterSquare Investment Management, spoke about environmental, social and governance (ESG) trends within the REIT sector, and how CenterSquare’s own analysis of ESG matters has changed during the past two decades.