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© 2025 Nareit's REIT Report Podcast
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A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders.
484 Episodes
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Doug Weill, founder and co-managing partner at Hodes Weill and Associates, joined the REIT Report podcast to discuss findings from the 2025 Institutional Real Estate Allocations Monitor. Weill noted that institutions decreased target allocations by 10 basis points this year, although allocations are expected to increase by about the same amount in the coming 12 months. The survey showed market conviction “tick up a bit,” he added. “That to us indicates that institutions are increasingly...
Randy Moss, an industry principal at Yardi, joined the latest episode of the REIT Report podcast to discuss the current landscape for energy management and sustainability reporting facing REITs and commercial real estate (CRE). Yardi is a Nareit Real Estate Sustainability Partner. Moss pointed to funding and building performance standards as key issues of the moment. “The challenge is understanding where your buildings have to comply, (and) what all-new data points you may be needing to...
Daniel Ismail, co-head of strategic research at Green Street, joined the REIT Report to discuss recent REIT M&A activity and its implications for the sector. REIT M&A activity has been lively in 2025, with the pace expected to continue into 2026, especially if interest rates decline, Ismail said. At the same time, however, the size of transactions is about 80% smaller than over the past decade, he added. Deals announced this month include the acquisition of Sotherly Hotels Inc. (Nasda...
James Davidson, Houston-based capital markets partner in the REIT practice at Hogan Lovells, was a guest on the latest episode of the REIT Report podcast. He discussed the recent Fermi Inc. IPO and its implications for the REIT industry, particularly in the context of the energy and infrastructure assets that are needed to fuel the buildout of AI technology. “The way to think about Fermi is that it's a mainstream attempt to finance the physical side of artificial intelligence with a REIT wrap...
In this conversation, Brian Rubin discusses the key issues and priorities facing REIT boards today, including economic uncertainty, regulatory compliance, and the need for technology fluency. He emphasizes the evolving skills required for board members, strategies for effective governance, and the role of AI in enhancing board operations. The discussion highlights the importance of continuous improvement in governance practices to adapt to changing risks and opportunities in the real estate s...
Friso Berghuis, director of listed investments at Dutch pension fund investment manager Bouwinvest, joined the REIT Report podcast to discuss the integration of REITs and listed real estate into Bouwinvest’s global investment strategy. Bouwinvest has executed on a fully integrated public and private real estate strategy since 2012. Berghuis noted that including listed real estate ensures the opportunity to invest in specific compelling geographic markets and sectors such as health care, self-...
Victor Coleman, chairman and CEO of Hudson Pacific Properties, Inc. (NYSE: HPP), joined the latest episode of the REIT Report podcast. He discussed the unique positioning of Hudson Pacific in the REIT sector, with its focus on marquee office and studio properties for tech and media tenants. Coleman shared insights on current trends in the West Coast office market, the impact of AI on real estate, innovative leasing strategies, the effects of new tax incentives on studio demand in California a...
In a special episode of the REIT Report, sponsored by Deloitte, a Nareit Platinum Industry Partner, Sally Ann Flood, vice chair and U.S. real estate sector leader at Deloitte, shared some of the highlights of Deloitte's 2026 commercial real estate outlook. Deloitte’s survey of more than 850 c-level executives across North America, Europe, and Asia Pacific revealed optimism in the sector, with a sentiment index of 65. This marked a slight pullback from last year’s high of 68, Flood noted...
Bill Hughes, managing director, liquid strategies at Digital Bridge Investment Management, joined the latest episode of the REIT Report podcast. He discussed opportunities in listed real estate and REITs for institutional investors, the impact of liquidity on market dynamics, the importance of strategic portfolio construction in relation to interest rates, and more. Hughes noted that now is an “interesting time” for institutional investors to be thinking about their allocation to public real ...
In this episode, Sarah Borchersen-Keto and Uma Moriarity, senior investment strategist at CenterSquare Investment Management, discuss the implications of recent Federal Reserve decisions on interest rates and their impact on REITs and the commercial real estate market. They explore historical trends in REIT performance, current investor sentiment, and the valuation differences between public and private real estate markets. Moriarity shares insights on high conviction property types and strat...
Stacey McEvoy, partner at Hogan Lovells, was a guest on the latest episode of the REIT Report podcast. She discussed REIT transaction activity, capital raising, legal and regulatory issues facing the industry, and more. McEvoy noted that REITs demonstrated resilience in the first half of 2025 and pointed out that those REITs that have maintained disciplined balance sheets have been the most successful at navigating market volatility. “I do think the modest positive performance tha...
Chad Lavender, president of capital Markets for North America at Newmark, was a guest on the latest episode of the REIT Report podcast. Lavender discussed REIT capital market activity today, including solid demand for larger asset portfolios, REIT sectors where capital is being deployed extensively, the anticipated wave of investment in alternative asset classes, and more. Lavender noted that capital market activity for the health care sector, particularly senior housing, has outperform...
Earnest Sweat, a tech innovation expert, was a guest on the latest edition of the REIT Report podcast. In the last of a three-part miniseries, Sweat continued to examine the intersection of AI with the REIT sector, focusing on how REITs can evaluate AI pilots, partnerships, and capabilities. Sweat is a venture capitalist and general partner at Stresswood, an early-stage fund focused on backing exceptional founders building the next wave of enterprise technology. During the intervi...
Craig Ramiro, executive vice president of asset management at Armada Hoffler Properties, Inc. (NYSE: AHH), joined the latest episode of the REIT Report podcast. He discussed the company’s focus on creating value—including repositioning and redevelopment opportunities across the portfolio—as well as the strong demand it sees for its class-A office properties. Ramiro noted that Armada Hoffler is benefitting from the supply-demand imbalance for top office space in the best locations. In Ba...
Mark Wojteczko, Deloitte’s national real estate funds co-leader, was a guest on the latest episode of Nareit’s REIT Report podcast. He reviewed findings from a recent Deloitte report into the rise of alternative property types and how upcoming changes in corporate leadership could accelerate that trend. “We do believe that the emergence of these alternative property types is going to accelerate in the future and that many next-gen leaders are going to be a big part of that,” Wojteczko s...
In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Michael Reed, senior director of building transformation at the New York State Energy Research and Development Authority (NYSERDA), joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability. They discuss the organization’s experience working with the commercial real ...
Earnest Sweat, a tech innovation expert, was a guest on the latest edition of the REIT Report podcast. In the second of a three-part miniseries, Sweat continued to examine the intersection of AI with the REIT sector, focusing on real world solutions that are transforming the industry. Sweat is a venture capitalist and general partner at Stresswood, an early-stage fund focused on backing exceptional founders building the next wave of enterprise technology. Sweat stressed that AI al...
In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Deborah Cloutier, chief sustainability officer of Legence and the president and founder of RE Tech Advisors, joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to discuss her perspective on the evolution of sustainability as part of strategic planning for bui...
Bryan Connolly, chair of the U.S. real estate practice at DLA Piper, was a guest on the latest episode of the REIT Report. Connolly shared findings from the firm’s 2025 State of the Market Survey regarding market sentiment among real estate leaders. “The biggest trend is the continued emergence of some positivity and some excitement about what the future may hold,” Connolly said. DLA Piper carried out its survey twice this year, once in early 2025 and then again after U.S. trade policie...
In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Holly Neber, chief resilience officer at AEI Consultants joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to discuss turning climate data into action at the property level using industry leading best practices captured in the new ASTM standard, Property Res...
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audio quality was terrible.