-
1 week ago | 
reit.com | Sarah Borchersen-Keto
Health care REITs have seen solid gains so far in 2025, posting returns of 8.5% as of May 28, which positions them as one of the top-performing REIT sectors this year. Analysts point to favorable supply/demand dynamics, demographic tailwinds, and the recession-resilient nature of the sector as key reasons supporting the sector.
-
1 week ago | 
reit.com | Sarah Borchersen-Keto
Subscribe to the podcastTim Bodner, real estate deals leader at PwC, joined the latest episode of Nareit’s REIT Report to discuss what today's uncertain market environment means for investment patterns and transaction activity.
-
2 weeks ago | 
reit.com | Sarah Borchersen-Keto
Michael Seton, president and CEO of Sila Realty Trust, Inc . (NYSE: SILA), joined the latest episode of Nareit’s REIT Report podcast to reflect upon the one-year anniversary of the company’s listing on the New York Stock Exchange. Seton said he is “extremely optimistic” about Sila’s future, noting that the REIT is scaled to grow its portfolio, which currently exceeds $2 billion in assets. He said “very high quality” opportunities exist throughout the marketplace.
-
3 weeks ago | 
reit.com | Sarah Borchersen-Keto
Subscribe to the REIT Report podcast. Patrick Wilson, a portfolio manager for CenterSquare Investment Management’s real estate securities group, was a guest on the latest episode of the REIT Report podcast. He noted that REITs are currently in a “pretty enviable position,” which has translated into greater interest in increasing REIT allocations from CenterSquare’s existing investor base, as well as from prospective clients.
-
3 weeks ago | 
reit.com | Sarah Borchersen-Keto
SHARE In the three-plus years since its 2021 listing, InvenTrust Properties Corp. (NYSE: IVT) has doubled down on fortifying its position in its core Sun Belt markets to benefit from the positive migration and business formation patterns that continue to shape the region.
-
1 month ago | 
reit.com | Sarah Borchersen-Keto
Matt Birenbaum, chief investment officer at AvalonBay Communities, Inc. (NYSE: AVB), joined the REIT Report podcast to discuss the multifamily REIT’s development strategy, including the repurposing of outdated assets, as well as demand drivers in the build-to-rent segment, mixed-use development opportunities, and more.
-
1 month ago | 
reit.com | Sarah Borchersen-Keto
Darrell Crate, co-founder and CEO of Easterly Government Properties, Inc . (NYSE: DEA), joined Nareit’s REIT Report podcast to share his insight into how the REIT is addressing the commercial real estate needs of mission-critical U.S. government agencies. Crate noted that Easterly has been focused on efficiency since before the Trump administration created the Department of Government Efficiency (DOGE). “DOGE is a tailwind.
-
1 month ago | 
reit.com | Sarah Borchersen-Keto
David Giulieri and Michael Svec, senior portfolio management directors and certified financial planners with the Chesapeake Capitol Group at Morgan Stanley, were guests on Nareit’s REIT Report podcast. In recognition of April as Financial Literacy Month, Giulieri and Svec touched on a range of topics relevant to novice and seasoned investors alike. Both Giulieri and Svec emphasized the importance of staying calm and focused in today’s volatile market environment.
-
1 month ago | 
reit.com | Sarah Borchersen-Keto
Rob Main, managing partner at the shareholder advisory firm Jasper Street, joined the latest episode of Nareit’s REIT Report podcast. He discussed sustainability reporting and practical steps REITs can take to navigate the proxy season.
-
1 month ago | 
reit.com | Sarah Borchersen-Keto
Danny Ismail, co-head of strategic research at Green Street, joined Nareit’s REIT Report podcast to discuss how real estate and REITs are positioned in the current highly volatile market environment created by last week's White House announcement on tariffs. Ismail said there's good reason to fear a slowdown in economic growth resulting from an increase in tariffs, not just from potentially higher import costs, but also a pullback in business investment as well as consumer spending.
