Nareit's REIT Report Podcast

Earnest Sweat, a tech innovation expert, was a guest on the latest edition of the REIT Report podcast. In the second of a three-part miniseries, Sweat continued to examine the intersection of AI with the REIT sector, focusing on real world solutions that are transforming the industry.  Sweat is a venture capitalist and general partner at Stresswood, an early-stage fund focused on backing exception...

In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Deborah Cloutier, chief sustainability officer of Legence and the president and founder of RE Tech Advisors, joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to...

Bryan Connolly, chair of the U.S. real estate practice at DLA Piper, was a guest on the latest episode of the REIT Report. Connolly shared findings from the firm’s 2025 State of the Market Survey regarding market sentiment among real estate leaders.  “The biggest trend is the continued emergence of some positivity and some excitement about what the future may hold,” Connolly said. DLA Piper carrie...

In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Holly Neber, chief resilience officer at AEI Consultants joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to discuss turning climate data into action at the pro...

Mike Watts, CBRE’s president of investor leasing in the Americas, was a guest on the latest episode of the REIT Report. Watts focused on trends in office supply and leasing, the impact of office conversions, tenant expectations toward amenities, and more.  Watts noted that CBRE expects new office deliveries in 2025 to be about 25% of what they were in 2019. Office deliveries are not expected to pi...

Rich Hill, global head of real estate research at Principal Asset Management, was a guest on the latest episode of the REIT Report podcast. He shared insights into sentiment within the REIT space today, public-private valuations, foreign fund flows into U.S. listed real estate, the elements of a resilient, growth-oriented real estate investment portfolio, and more.  Hill stressed that commercial r...

Nareit Senior Vice President for Research Ed Pierzak was a guest on the latest episode of the REIT Report to share highlights of Nareit’s 2025 mid-year update .  Pierzak reviewed expectations for the REIT industry coming into the year, and how the reality has played out in recent months. He described the first half of the year as a roller coaster ride for REIT investors, with turbulence resulting...

Earnest Sweat, a tech innovation expert, was a guest on the latest edition of the REIT Report podcast. In the first of a three-part miniseries, Sweat began the process of examining the intersection of AI with the REIT sector. Sweat is a venture capitalist and general partner at Stresswood, an early-stage fund focused on backing exceptional founders building the next wave of enterprise technology....

Adrianna Giesey, senior portfolio manager at Russell Investments, shared how the firm is providing investors with access to modern economy real estate by incorporating a specialty sector REIT strategy. “We like the REIT market to gain access to the specialty sectors, which is a nice compliment to a core real estate portfolio,” Giesey said. She added that Russell Investments expects these modern ec...

Conor Flynn, CEO of Kimco Realty (NYSE: KIM) and Nareit 2025 Chair, joined the 500th episode of the REIT Report to provide a close-up view of how a leading retail REIT is navigating today's complex market environment. Flynn highlighted the resiliency of both the consumer and tenant base in the open-air shopping center space, pointing out that there’s been 13 years of virtually no new supply....

Matt Werner, managing director & senior portfolio manager at Chilton Capital Management, joined the latest episode of the Nareit REIT Report podcast to discuss why investing in an active REIT strategy today is attractive for a number of reasons. Werner said tariff-induced volatility is a “perfect environment” for an active REIT strategy “because we're able to take advantage of things that...

Tim 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. Bodner described transaction activity across a range of real estate sectors, including office, hospitality, senior housing, data centers, and energy infrastructure, as “fairly robust.” He str...

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...

In this episode of the REIT Report special series, “Building Resilience,” Joanna Frank, Founder, CEO, and President of Center for Active Design, shares how focusing on health and wellness in the built environment builds resilience by focusing on the human impact of extreme weather events. In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues...

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. “In a typ...

In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Daniel Kaniewski, Managing Director, Public Sector at Marsh McLennan, joins Nareit’s Jessica Long, Senior Vice President of Environmental Stewardship and Sustainability, to discuss how his experience as the Fede...

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. Birenbaum touched on some of the major themes in the multifamily sector today,...

In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Jeremy Porter, head of climate implications research at  First Street Foundation , joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to discuss how high-resoluti...

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 (...

David Schanuel, president and COO of SageWater, joined a sponsored episode of the REIT Report podcast to discuss the importance in the multifamily sector of including plumbing and mechanical infrastructure in capital improvement planning. SageWater helps multifamily owners protect their investment and improve residents’ quality of life through turnkey plumbing and mechanical infrastructure solutio...

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...

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. Main described the corporate mood heading into proxy season as “anxious.” For many companies, however, as long as they've been engaging with their investors,...

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 potentia...

Sherry Rexroad, executive vice president and CFO at Piedmont Office Realty Trust, Inc . (NYSE:PDM), was a guest on the latest episode of Nareit’s REIT Report podcast. Rexroad discussed ways to work within the current environment of shifting interest rates, recession worries, and geopolitical tensions in order to remain consistent on strategy. “It’s really important to differentiate between short-t...

Vikram Malhotra, managing director, real estate equities and research at Mizuho, joined the latest episode of the Nareit REIT Report podcast to share some of the findings from recent Mizuho research into the economic and investment implications likely to result from an aging population. Malhotra noted that the 75-plus cohort in the United States is set to grow at about 4% per annum over the next f...