Owen Thomas also says the debate around remote work has largely settled at this point.
CEO Rob Chambers says the REIT is focused on leveraging many of the investments made in recent years.
Bujnicki describes how the focus of investor relations has shifted from net asset value and portfolio management to earnings growth and how companies are managing their cost of capital.
CEO Dallas Tanner sees growing demand for flexible housing options.
CEO Giacomo Balzarini sees widening gap between prime and non-prime assets.
CEO Shawn Tibbetts describes how progress has been made “from top to bottom.”
A multi-year overhaul transformed the REIT from a suburban office landlord into a focused, resilient multifamily operator.
CEO Alex Jessett says the REIT also needs to build its development pipeline back up.
CEO Jeff Donnelly points to lack of supply and uptick in traveling among both old and young.
CEO Conor Flynn says the supply/demand picture is “extraordinarily healthy” today.
CEO Angela Kleiman says start-ups in the Bay Area are “translating into a demand catalyst.”
CEO Andy Power says, “we’re in the largest infrastructure build-out in the history of mankind.”
CFO Jay Johnson sees new opportunities ahead from pharma advertising, among others.
CEO Lisa Palmer says development and redevelopment provide a major advantage.
Nareit Chair Sumit Roy also highlights REIT’s growing appeal to generalist investors.
The REIT’s data-driven operating model is boosting efficiency and protecting long-term returns across the cold chain.
Geoffrey Odundo discusses the evolution of Kenya’s REIT sector, the policy reforms needed to unlock further growth, and efforts to build a stronger REIT ecosystem across Africa.
Senior housing fundamentals, operator transitions, and strategic capital investments position DHC for continued upside.
CEO Beńat Ortega says central Paris locations, disciplined investment, and balance sheet strength support long-term growth.
CEO Joe Lister discusses evolving student demand, disciplined capital allocation, and why UK universities are increasingly turning to private sector housing providers.
