Nareit's REIT Report Podcast

Mike Moran, managing director, and Audrey Symes, head of research at global organizational consulting firm Jackson Lucas, joined the REIT Report podcast to share insights into the intricacies of c-suite succession and hiring practices in the REIT sector. Internal succession remains the dominant model for REITs, a trend supported by Jackson Lucas’ most recent data. Moran explained the reasons for t...

Carrie Szarzynski, executive managing director,at Hiffman National, joined a sponsored episode of the REIT Report podcast to discuss how property management can operate as a vital profit center to create growth in today's market. Hiffman National is one of the nation’s largest independent commercial real estate property management firms, providing institutional and private clients with custom...

Deloitte’s Brian Ruben, global real estate audit and assurance leader, and Kevin Richards, U.S. financial services industry leader, joined an in-person episode of the REIT Report podcast at the New York Stock Exchange on Oct. 8. Speaking ahead of the third annual NYSE Deloitte Nareit REIT Board Member Forum, Ruben and Richards highlighted the critical role of boards today, focusing on capital allo...

Kurt Yinger, senior vice president at D.A .Davidson, joined the REIT Report podcast to review the timberland REIT sector, which he described as offering an “attractive blend of defensive and offensive” characteristics amid an uncertain macro backdrop. “We like the timber REITs. It's been a frustrating one for investors, but I don't think we should just necessarily toss it aside because o...

Lee Schalop, former managing director of Bank of America Securities and one of the REIT industry's most influential analysts in 2001, joined the REIT Report podcast to mark the 25th anniversary of the inclusion of REITs in S&P indices. Schalop, working alongside Nareit, leading analysts, investors, and REIT executives, became a key voice lobbying for REIT inclusion in the S&P 500 25 y...

Noah Springer, president of Extra Space Storage Inc . (NYSE: EXR) and its next CEO, spoke to the REIT Report about leadership continuity, fundamentals, and how scale, data, and operational efficiency are crucial elements supporting the REIT’s performance. Springer, who becomes CEO at the start of 2027, emphasized the significant role that mentorship has played in his career at Extra Space and how...

Gina Szymanski, chief investment officer at  AEW Capital Management’s global securities business, told the REIT Report that for long-term investors in the REIT market, “there is no better time in the cycle than now,” as historically low levels of supply across all sectors bolster prospects for growth and fundamentals. “We actually are very bullish,” Szymanski said. “We are sitting at a trough in t...

Patrick Wilson, portfolio manager on the real estate securities team at CenterSquare Investment Management, told the REIT Report that reasonable demand, pockets of strength, and very low supply on the horizon should amount to “pretty healthy” earnings growth for REITs in the next 12-24 months. The combination of higher interest rates suppressing development for most property sectors with the excep...

Dave Rodgers, managing director at Raymond James Equity Research, joined the REIT Report podcast to discuss the outlook for health care REITs, noting that the sector—and senior housing in particular—is one of the most attractive areas for investment across the REIT industry today. A large and wealthy older generation, and limited supply, provide a “really good runway for strong organic growth” in...

Sigrid Zialcita, CEO of the Asia Pacific Real Assets Association (APREA), joined the REIT Report during Nareit's REITweek: 2026 Investor Conference in New York earlier this summer to highlight the long-term investment opportunities in both developed and emerging markets in the Asia Pacific region. Zialcita described a "balanced opportunity set across Asia Pacific. There's something...

Brian Finnegan, CEO of Brixmor Property Group Inc . (NYSE: BRX), joined the REIT Report podcast to highlight the positive environment for open-air retail—supported by consumer resilience and strong tenant performance—and the REIT’s ongoing efforts to reposition assets to capitalize on those favorable conditions. Finnegan has served as president and CEO since January and has held a range of positio...

Barry Jonas, managing director at Truist Securities, joined the REIT Report to discuss the gaming REIT sector, highlighting its acceptance as an asset class that provides a safe, secure rental stream He noted that when the sector first emerged about 10-15 years ago, “it was seen as an orphan and really misunderstood. But as time has moved on, we are really seeing buy-in from the REIT community.” I...

Randy Moss, industry principal at Yardi, joined the REIT Report podcast to discuss the relationship between regulatory changes, rising energy costs, and net asset value (NAV), as well as how improving energy and utility data quality can reduce risk and support stronger REIT valuations. Yardi is a Nareit Real Estate Sustainability Partner. When evaluating potential real estate investments, cash flo...

Mike Acton, head of research and strategy at AEW, told the REIT Report podcast that with interest rates remaining high, and likely to stay that way for some time to come, the next couple of years for real estate are going to be all about income growth. That income growth is going to be generated through fundamental property investment and asset management, Acton said. That involves picking the rig...

Rich Hill, Global Head of Research and Strategy at Principal Asset Management, told the REIT Report podcast that the REIT market’s transition from recovery into expansion is an important signal that indicates the path forward for the broader commercial real estate market. REIT gains so far in 2026 indicate that “predictable earnings and income-driven total returns are becoming more attractive agai...

Nareit Senior Vice President for Research Ed Pierzak joined the REIT Report podcast to review key themes of Nareit’s 2026 mid-year update. He noted that REITs have maintained their outperformance so far this year, with all but two sectors posting gains, and pointed to “really strong momentum” for REITs not only for the remainder of 2026, but beyond. Pierzak noted that often when REITs outperform e...

Dave Bragg, CFO at UDR, Inc . (NYSE: UDR), joined the REIT Report podcast to discuss the multifamily REIT’s decision to adopt a monthly dividend, its strategic focus on operational excellence, and the current state of the multifamily real estate market.  Bragg noted that adopting a monthly dividend reflects the REIT’s efforts to seek new and different sources of capital, including individual inves...

Brendan Lynch, co-head of U.S. equity REIT research at Barclays, discussed data center REITs on the latest REIT Report episode, noting that the sector is rebounding as enterprise AI demand accelerates, leasing pipelines grow, and investors seek more direct exposure. Lynch said the recent Blackstone Digital Infrastructure Trust (NYSE: BXDC) IPO shows “there are investors who are looking for a speci...

David Bujnicki, senior vice president of investor relations and strategy at Kimco Realty (NYSE: KIM), joined the REIT Report podcast to discuss the significant changes that have occurred across the investor relations landscape. The importance of understanding your audience, leveraging technology, educating and managing expectations, and soliciting feedback were among the main themes addressed. Buj...

Jay Johnson, CFO and treasurer at Lamar Advertising Company (Nasdaq: LAMR), joined the REIT Report podcast to discuss the state of out-of-home (OOH) advertising, where Lamar sees new growth potential, the importance of serving local as well as national clients, the growing share of digital advertising, the enduring appeal of traditional billboard formats, and more.  Founded in 1902, Lamar has been...

Jonathan Keith, managing director at Deloitte & Touche LLP, joined the REIT Report podcast to discuss how, as commercial real estate M&A activity evolves, investors must remain agile and informed. By understanding market trends, focusing on sector-specific opportunities, and considering geographical dynamics, stakeholders can position themselves for success, he said. “It's tough to an...

Adam Kramer, vice president of equity research at Morgan Stanley, joined the REIT Report podcast to discuss developments in the multifamily REIT sector. While factors such as geopolitical tensions, elevated interest rates, and policy uncertainty have contributed to caution in the market, Kramer emphasized that the real focus is on the apartment supply cycle and the pace of demand recovery.  “For u...

Geoffrey Dohrmann, founder, chairman, and CEO of Institutional Real Estate Inc. (IREI) joined the REIT Report podcast to discuss how institutional investors are navigating the changing landscape of real estate allocations amidst a prolonged period of market uncertainty.  “There’s a pricing reset going on, there's capital market stress, and there are structural demand shifts that are happening...

Tim Bodner, global and real estate deals leader at PwC, told the REIT Report podcast that the commercial real estate environment is marked by cautious optimism, with investors increasingly focused on how quickly to deploy capital as macro volatility impacts the pace, rather than the direction, of recovery. “We like to think of it as a mood of cautious optimism with the dial creeping up,” he said....

Seth Laughlin, head of real estate strategy & research at Cohen & Steers, joined the REIT Report podcast to discuss key forces shaping REIT and listed real estate performance today, including the importance of sector positioning amid an economy facing accelerated disruptions. Citing “massive” changes in corporate and consumer behavior, Laughlin noted that “as we look forward, I think AI is...