Green Street Says REIT Investors Navigating Higher Rates, AI Disruption, Rising Deal Activity
Michael Knott recommends buying deeply-discounted sectors while still leaning into strong themes.
Michael Knott recommends buying deeply-discounted sectors while still leaning into strong themes.
Rexroad says that for investors, AI strategies must be quantified in terms of productivity, efficiency, cost impact.
EPRI’s Steven Rose recommends treating investments in electrification, resilience, and on-site generation as risk management strategies.
Fitwel announced its 2026 Best in Building Health® winners, celebrating organizations that are embedding health as a long-term strategy for protecting asset value, managing risk, and strengthening portfolio performance.
. Real estate, and REITs in particular, play an important part of the alternative investment landscape, Sharma says.
Hung says establishing clear communication channels early helps ensure alignment.
As regulatory guidance shifts, Semler Brossy’s John Bornerman says boards face greater responsibility in aligning executive compensation with long-term performance and resilience.
Mangin said REITs are turning to private capital, JVs, and institutional funding, much of it from overseas investors and sovereign wealth funds.
Prologis was a recipient of Nareit’s 2026 Leader in the Light Award for transparency.
Approximately 10% of the total inventory of self-storage facilities in the U.S. is a result of adaptive reuse in the past decade—and more conversions are anticipated.
Allen says the biggest REIT tax challenges often come from everyday operations, not major deals.
Kilroy received Nareit’s 2026 Leader in the Light® Award for responsibility.
Peter Zabierek also highlights increased importance of management execution.
Gardner says REITs can now extract insights from leases and other unstructured data sources that were previously difficult to analyze.
Mike McTiernan of Hogan Lovells discusses evolving SEC engagement, disclosure burdens, and opportunities to improve capital formation.
First quarter REIT performance and upcoming trends to help benchmark and analyze exposure within the sector were the focus of the April 7 FTSE Nareit U.S. Real Estate Indexes in Review & What’s Next webinar.
To build credibility with boards and investors, companies must adopt forward-looking metrics, Quince says.
Dyckman also discussed the compliance complexities of joint ventures, especially with foreign investors.
Early alignment on accounting, governance, and partner interests is critical to structuring successful joint ventures in a more complex REIT deal environment, Kindzerske says.
Once idle, Pier 94 now supports New York City’s production economy through a REIT‑led studio redevelopment.