Nareit

Nareit’s 2025 Outlook is out, and highlights include: the opportunities for #REITs in 2025, the keys to unlocking the stagnant #CRE market, the four megatrends shaping the global REIT landscape, and institutional investors’ innovative uses of REITs. https://lnkd.in/e39M_tFW

Uma Moriarity, CFA discusses REITs and the office rebound with Norah Mulinda: “Where #REITs can really compete is their cost and availability of capital, and that’s probably truest for office,” said Moriarity. “When you think about a trophy asset in any given market, more likely than not, it is owned by one of the REITs.” https://lnkd.in/esWffx3u CenterSquare Investment Management Bloomberg Todd Kellenberger John Worth

Jonathan Stanner of Summit Hotel Properties, Inc. discussed the company's recent portfolio review and future outlook in this interview at Nareit’s REITworld: 2024 Annual Conference. https://lnkd.in/eq4gzRfR

REITs operating in the retail real estate sector have been bullish on what they’ve seen so far this holiday shopping season, with consumer spending remaining strong despite inflation and consumers facing a heavier debt load. Nareit spoke with Urban Edge Properties, Tanger, Macerich and CBL Properties to hear what they are seeing on the ground this year. https://lnkd.in/e8UHwrbx

FTSE Russell, An LSEG Business says it best: #REITs have transitioned from niche investments to essential global investment tools. The growth of the FTSE EPRA Nareit Global Index underscores this: Since 2008, the index’s market cap has grown more than 5x, exceeding $1.8 trn this month, while the number of constituents grew from 353 to nearly 500. https://lnkd.in/eUPrY4bg Seeking Alpha EPRA (European Public Real Estate Association) Dominique Moerenhout Roxana Caba (Pantazica) John Worth

Michael Seton of Sila Realty Trust, Inc. emphasized the strong fundamentals in the health care sector, driven by the aging baby boomer population, in this interview at Nareit’s REITworld: 2024 Annual Conference. https://lnkd.in/e4yzg8Ug

Cedric Bobo of Project Destined noted that the organization’s goal is to train 5,000 students a year for a career in real estate in this interview at Nareit’s REITworld: 2024 Annual Conference. https://lnkd.in/eab-eFx4

Bill Crooker of STAG Industrial, Inc. discussed the supply pipeline, market rent growth and STAG’s plans for acquisitions and dispositions in this interview at Nareit’s REITworld: 2024 Annual Conference. https://lnkd.in/diHCt-Ds

Nareit's 2025 Chair, Conor Flynn of Kimco Realty Corporation , discussed how important it will be to ensure that REITs are understood by the incoming administration in this interview at Nareit’s REITworld: 2024 Annual Conference. https://lnkd.in/exbg2F97

CEM Benchmarking Inc.’s recent study looks at DB plans, showing that during the pandemic and other periods of economic volatility, #REITs consistently delivered, on average, high annual net returns. Simultaneously, they had low correlations with other asset classes, ultimately offering investors performance and diversification.  https://lnkd.in/evqB4J-7  John Worth David Sullivan Alexander Beath maaike van bragt Christopher Flynn, CFA