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© 2026 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.
503 Episodes
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Michael Bellisario, senior research analyst at Baird, joined the REIT Report to review the outlook for the lodging and hotel REIT sector in 2026, focusing on demand trends, the impact of major events like the World Cup, and strategies for maintaining occupancy and navigating market challenges. Bellisario said the overall outlook for the sector for 2026 is “positive but muted,” following a tough 2025. The World Cup is expected to boost revenue this year, with Baird estimating it will contribut...
CenterSquare Investment Management CEO Todd Briddell joined the REIT Report podcast to discuss the evolution of the firm’s REIT strategy during the past 30 years, the impact of market volatility and adjustments, AI and data assimilation in real estate, public versus private real estate market dynamics, sector-specific IPO opportunities, and more. “Over the past 30 years, our team has done an absolutely spectacular job underwriting companies, assessing market conditions, knowing what we don't ...
Sam Sahn, managing partner and portfolio manager at Hazelview Investments, joined the REIT Report podcast to discuss the opportunity set within public real estate. He pointed to an uptick in investor interest in REITs after a number of years of negative sentiment, and noted that fundamentals are strong across most property types. “We are seeing today more inbound phone calls from potential investors that are interested in increasing exposure to REITs and real estate in general…they've been ou...
Diane Hoskins, global co-chair at international architecture and design firm Gensler, joined the REIT Report podcast to review themes from Gensler’s 2026 design forecast. The impact of AI on design processes, the importance of human experience in architecture, and the evolving needs of workplace design in a post-pandemic world were among topics covered. Hoskins also looked at adaptive reuse as a strategy for urban vibrancy and the critical need for climate resilience in future designs. She em...
Michael Knott, head of U.S. REIT research at Green Street, told the REIT Report podcast that REITs have enjoyed a number of tailwinds so far this year, including an AI-driven selloff across broader markets, lower interest rates, and strong access to debt capital. He described it as “a little bit of a nice comeback for the industry on a relative basis.” At the same time, Knott notes that these positive tailwinds are set against a cross current of a weaker outlook on the employment side. During...
Jussi Askola, president of Leonberg and author of the recently published book The REIT Advantage, joined the REIT Report podcast to share why he believes REITs typically offer a better investment option than private real estate. While acknowledging the benefits of a mix of public and private real estate, “in most cases, REITs make more sense for the majority of investors,” Askola said. Higher returns, liquidity, diversification, significant economies of scale, and access to the best talent ar...
Jeremy Porter, chief economist at First Street, joined the REIT Report podcast to discuss the evolving landscape of climate risk and its significant impact on corporate operations and financial performance. Porter explained how physical climate risk now propagates through assets, suppliers, commodities, customers, and transportation networks. “Prior to this, we were thinking about all of these independently, or we were thinking about a supply chain independent of physical climate risk, ...
Three members of Citi’s global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outlooks and sector performance. Citi’s overall expectation is for higher real estate stock returns this year versus in 2025. One key theme across all markets is supply and demand, Joseph said. “The supply picture broadly is more encouraging globally,” he n...
Henry Chin, global head of research at CBRE, joined the latest episode of the REIT Report podcast to review key themes for commercial real estate investing in 2026. Chin highlighted strong investor sentiment towards the sector, an expected increase in investment activity, the dynamics of supply and demand across various property types, and more. Chin said investors are expected to deploy capital into U.S. real estate markets this year on the back of recovering fundamentals and interest rates ...
Harsh Hemnani, senior debt research analyst at Green Street, joined the REIT Report podcast to review current trends across the commercial and residential mortgage REIT (mREIT) sector. Hemnani discussed the size and breakdown of the mREIT market, the current operating environment, macroeconomic forces impacting performance, valuation and total returns for MREITs, risk profiles, and the outlook for the sector over the next 12 to 24 months. Commercial mREITs are able to underwrite idiosyncratic...
Breana Wheeler, director of U.S. operations at BREEAM, joined the REIT Report to discuss the evolving landscape of sustainability in real estate, including how investor expectations are shifting to performance-based frameworks that emphasize data and measurable outcomes. BREEAM is a Nareit Real Estate Sustainability Partner for 2026. Wheeler noted that capital providers and investors “are really looking for the data and performance that can validate the claims being made about sustainability ...
Gina Szymanski, chief investment officer at AEW Capital Management’s global securities business, joined the latest episode of the REIT Report to share her insights into the year ahead. She noted that REITs are facing a favorable macroeconomic backdrop marked by good demand, moderating supply, and stable interest rates. “The setup for us is great. and I would highly recommend the average investor take a look at REITs,” Szymanski said. “We're experiencing some of the best growth that we've ever...
Melinda McLaughlin, global head of research at Prologis, Inc. (NYSE: PLD), joined the REIT Report to review major supply chain trends expected for 2026. McLaughlin discussed the performance of international logistics markets, the impact of e-commerce on leasing demand, the growing power needs of logistics facilities, emerging trends in defense-related demand, and the challenges faced by the trucking industry. The conversation highlighted the need for adaptability in supply chains ...
Nareit’s Senior Vice President for Research Ed Pierzak and Nareit Vice President for Index Management and Industry Information John Barwick joined the REIT Report to highlight key themes and trends in Nareit’s 2026 REIT Outlook. Pierzak discussed the dual divergences at play between REITs and broader equities and REITs and private real estate. Each provides an opportunity for REITs to outperform, he said. At the same time, REIT balance sheets point to access to capital, putting the sect...
Ronald Kamdem, head of U.S. REITs and commercial real estate research at Morgan Stanley, joined the REIT Report podcast to discuss current performance in the office REIT sector and how it is positioned for 2026. Kamdem spoke about the recovery of the office market post-pandemic, highlighting regional variations, trends in leasing and utilization, the impact of new developments, and the future of class B assets. Current sentiment in the REIT space, and how valuations are influencing strategies...
Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away from a sector-based investment focus to one that drills down to the asset and submarket level. Alperstein explained that value creation in the real estate sector has reflected financing and lower cap rates. Going forward, “what we expect is that a lot more...
Jeff Edison, chairman and CEO of Phillips Edison & Co., Inc. (Nasdaq: PECO), joined the REIT Report to celebrate 65 years of REITs. He noted how the REIT structure has allowed PECO to efficiently raise capital in both the retail and institutional markets, enabling it to pursue aggressive growth and become one of the largest owners and operators of grocery-anchored shopping centers today. PECO was founded in 1991 and operated as a public non-listed REIT before its IPO in 2021. Edison noted...
Mike Acton, head of research and strategy for North America at global real estate asset manager AEW, joined the latest episode of the REIT Report. He discussed why commercial real estate provides an anchor amid today’s tech-driven market boom, how many smaller and retail investors are under-allocated to the sector, and why now could be the best entry point in a decade for real estate investment. Acton noted that the largest, most sophisticated institutional investors typically have real estat...
Darren Richman, CEO of Millrose Properties, Inc. (NYSE: MRP), joined the REIT Report podcast to discuss the land banking business model and how the REIT works with major home builders to improve capital efficiency. Millrose was spun off from home builder Lennar Corp. in February, allowing Lennar to focus on the consumer-facing aspect of its business by transferring the land development side to Millrose. The REIT works with Lennar and 11 other homebuilders. “The more modern form of land bankin...
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...
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audio quality was terrible.