Learn from “Edge” managers and analysts that are just plain ole good stock pickers. These are the very smart, but unsung professionals who successfully call them day after day. The proof is in the pudding; we maintain critical performance scoreboards for each trade idea.
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A show about the latest news and developments in REITs and real estate investment.
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Episode 419: Ashley Fox and Empify Working to Educate Broader Investor Base on Accessibility, Benefits of REITs
16:21
16:21
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16:21
Ashley Fox, CEO and founder of Empify and the WealthBuilders Community App, was a guest on the latest episode of Nareit’s REIT Report podcast. She spoke about the efforts Empify has undertaken to educate individuals with limited funds and investment experience, enabling them to build a financial foundation and begin building wealth. Fox left a care…
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Episode 418: SPECIAL EPISODE: USGBC’s Journey to Support Decarbonization of the Built Environment
45:02
45:02
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45:02
In this episode of the REIT Report special series “Building to Zero,” the U.S. Green Building Council’s Heather Payson and Wes Sullens share their perspectives on the building sector’s sustainability journey and the path forward for decarbonizing commercial real estate. When USGBC was founded over 30 years ago and the first version of LEED was rele…
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Episode 417: Moody’s Sees Digital Realty, Equinix Capital Investment Levels Remaining Elevated
11:28
11:28
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11:28
Ranjini Venkatesan, vice president and senior credit officer at Moody’s Ratings, was a guest on the latest episode of the Nareit REIT Report podcast. Venkatesan discussed how capital investment levels have been high for both Digital Realty (NYSE: DLR) and Equinix, Inc . (Nasdaq: EQIX), and are expected to remain so. “Over the last three years, annu…
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Episode 416: Two Decades After IPO, Extra Space Storage CFO Says Growth “in our DNA”
12:50
12:50
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12:50
Scott Stubbs, executive vice president and CFO of Extra Space Storage Inc . (NYSE: EXR), joined the latest episode of Nareit’s REIT Report podcast. During the interview, Stubbs reflected on professional and personal accomplishments and challenges surrounding the REIT’s 2004 IPO and discussed further growth opportunities ahead. August marks the 20th…
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Episode 415: EPRA CEO Sees Opportunities, Challenges for European Real Estate Amid New Political Landscape
16:53
16:53
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16:53
Dominique Moerenhout, CEO of EPRA, the European Public Real Estate Association, was a guest on the latest edition of Nareit’s REIT Report podcast. Moerenhout discussed political changes underway in Europe and the U.K. today and their impact on listed real estate. He noted that the EU's new competitiveness focus will create a more business-friendly …
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Chad Tredway, managing director and head of real estate Americas at J.P. Morgan Asset Management, was a guest on the latest episode of the REIT Report podcast. Tredway said the current environment represents “the best buying opportunity” for commercial real estate. Fundamentals are strong and investors are in a position to purchase assets at a 10% …
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Episode 413: Hogan Lovells’ David Bonser Says Access to Capital Supporting Public REITs in Second Half
13:22
13:22
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13:22
David Bonser, global managing partner of the corporate practice and global co-head of the REIT practice at Hogan Lovells, was a guest on the latest episode of the Nareit REIT Report. Bonser discussed the current state of the capital markets for REITs and the most popular methods for raising capital. “You are seeing people lock in to raise debt capi…
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Episode 412: SPECIAL EPISODE: Unlocking Clean Energy Supply Through Utility Grid Expansion and Improvement
40:29
40:29
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40:29
In this episode of the REIT Report special series “Building to Zero,” Bryn Baker from the Clean Energy Buyers Association (CEBA) discusses how energy customers are a powerful voice for modernizing the power system that underpins economic growth and development. The Clean Energy Buyers Association (CEBA) represents members with about $15 trillion in…
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Episode 411: LaSalle’s Brian Klinksiek Sees Potential of New Golden Era for REITs
16:31
16:31
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16:31
Brian Klinksiek, LaSalle’s global head of research and strategy, was a guest on the latest edition of the Nareit REIT Report podcast. Klinksiek said REITs are in a position to play a consolidator role in the market, given their access to capital, improving valuations, and operational advantages. “We've been framing the outlook for REITs as, are we …
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Episode 410: Nareit’s Mid-Year Outlook Highlights Strong REIT Operational Performance
10:11
10:11
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10:11
John Worth, Nareit executive vice president, research and investor outreach, was a guest on the latest episode of the REIT Report. Worth discussed some of the key features of Nareit’s newly-published 2024 Mid-Year Report. Worth noted that despite REITs underperforming the broader stock market this year, they remain able to navigate the current peri…
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Episode 409: PwC’s Tim Bodner Sees Dynamic Real Estate Market Adapting to New Economic Realities
13:10
13:10
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13:10
Tim Bodner, U.S. real estate deals leader at PwC, was a guest on the latest episode of Nareit’s REIT Report podcast. Bodner underscored a dynamic real estate market adapting to new economic realities and the importance of leveraging technological advancements to navigate challenges and seize emerging opportunities in 2024. He noted that transaction…
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Episode 408: REIT Balance Sheets Give “Luxury of Time” Until Interest Rates Adjust: AEW’s Gina Szymanski
10:48
10:48
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10:48
Gina Szymanski, managing director and lead portfolio manager, North America REITs, at AEW Capital Management, was a guest on the latest episode of the REIT Report podcast. Szymanski noted that a lot of discussion at Nareit’s REITweek: 2024 Investor Conference focused on the capital markets backdrop and what that means for transaction activity.…
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From Turnaround to Blue Skies - Interview with Richard Heo, CEO of Gulf Island Fabrication
1:09:55
1:09:55
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1:09:55
In Episode 6, I interview Richard Heo, CEO of Gulf Island Fabrication. In this all-encompassing conversation, we discuss the business in great detail; most importantly the process improvements which put the company on a steady path to generate sustainable cash flow, grow topline and leverage Gulf Island's fixed corporate cost structure.…
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Episode 407: Vibrant Mixed-Use Districts Key to Urban Revitalization: CBRE
18:47
18:47
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18:47
Julie Whelan, global head of occupier thought leadership at CBRE, was a guest on the latest episode of the REIT Report podcast. Whelan discussed the findings of a new CBRE report, Shaping Tomorrow’s Cities, which looks at ways to reinvent U.S. cities after the upheaval of the pandemic and the growth of remote work. She noted that urban revitalizati…
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Episode 406: Host Hotels “Really Well Positioned” to Continue Acquiring in 2024
18:36
18:36
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18:36
Jim Risoleo, president and CEO of Host Hotels & Resorts, Inc . (Nasdaq: HST), was a guest on the latest episode of the REIT Report podcast. During the interview, Risoleo discussed the REIT’s latest results, trends in leisure and group travel, recent acquisitions in Nashville, conditions in Maui, renovation projects, sustainability targets, and more…
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Episode 405: DLA Piper 2024 Global Real Estate Survey Points to Mood of Cautious Optimism
14:57
14:57
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14:57
John Sullivan, chair of U.S. real estate and co-chair of the global real estate practice at DLA Piper, was a guest on the latest episode of the Nareit REIT Report. Sullivan shared some of the findings from the DLA Piper Global Real Estate State of the Market Survey 2024. He described sentiment among CRE executives today as one of “cautious optimism…
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Jonathan Keith, managing director with the risk and financial advisory practice at Deloitte and Touche LLP, where he is also the real estate sector leader in the M&A group, was a guest on the latest episode of the Nareit REIT Report podcast. Keith discusses Deloitte's 2024 commercial real estate M&A outlook, noting that higher interest rates due to…
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Episode 403: SPECIAL EPISODE: DOE Better Buildings Initiative’s Support for Building Sector Decarbonization
26:35
26:35
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26:35
This episode of the REIT Report’s ongoing series “Building to Zero” features Maria Vargas, senior program advisor and director of the Better Buildings Initiative for the U.S. Department of Energy, and focuses on how success, solutions, and challenges are being addressed at the industry level. Vargas shared her perspective on the importance of indus…
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Episode 402: Ranger Global’s Todd Voigt Sees Buying Opportunities for REITs Amid Market Volatility
18:23
18:23
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18:23
Todd Voigt, senior portfolio manager at Ranger Global Real Estate Advisors, was a guest on the latest episode of Nareit’s REIT Report podcast. Voigt discussed key issues impacting real estate investing today and how REITs might find opportunities amid market volatility. “The great opportunity that U.S. REITs have, and particularly those early winne…
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Episode 401: Global Real Estate Professors Say Executive Training Program Fills Gap for Mid-Career Professionals
16:56
16:56
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16:56
Nils Kok, professor of real estate at the University of Maastricht, and Siqi Zheng, professor of real estate at the Massachusetts Institute of Technology, were guests on the latest episode of Nareit’s REIT Report podcast. Kok and Zheng are two of the academic directors of the Global Real Estate Leaders Program, an executive training program aimed a…
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Episode 400: JBG SMITH’s Matt Kelly on Placemaking and Striking the Right Balance Across Communities
19:59
19:59
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19:59
Matt Kelly, CEO of JBG SMITH (NYSE: JBGS) and Nareit’s 2024 chair, was a guest on the 400 th episode of Nareit’s REIT Report podcast. In a wide-ranging interview, Kelly speaks about placemaking—a hallmark of the REIT’s approach to development—and the importance of “striking the right balance” between public space, retail, and work and living spaces…
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Episode 399: American Century Investments’ Steven Brown Sees Improved REIT Earnings in 2024 & 2025
13:11
13:11
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13:11
Steven Brown, senior vice president and senior portfolio manager for American Century Investments, was a guest on the latest episode of the REIT Report podcast. Brown described the landscape for REIT investment today, noting that most REITs issued earnings growth guidance for 2024 of around 4%. “The REIT earnings outlook still looks very solid,” Br…
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Episode 398: SPECIAL EPISODE: BXP’s Ben Myers on Electrifying the Built Environment
31:10
31:10
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31:10
This episode of the REIT Report’s ongoing series “Building to Zero” features Ben Myers, senior vice president of sustainability at BXP (NYSE: BXP) and continues to dig deeper into the real estate industry’s journey to reduce emissions from the built environment. Myers shares his view on why it is so important to take a long term view on electrifica…
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Episode 397: Chilton Capital Management on Why REITs Stand to Benefit from Capex Spending
14:46
14:46
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14:46
Matt Werner, senior portfolio manager for REITs at Chilton Capital Management, was a guest on the latest episode of Nareit’s REIT Report podcast. Werner emphasized the resilience of public REITs amid economic challenges, especially in managing debt maturities and maintaining dividend payments during periods of uncertainty. According to Werner, publ…
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Episode 396: DigitalBridge on Digital Infrastructure as Real Estate for the Modern Economy
17:05
17:05
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17:05
Bill Hughes, managing director of liquid strategies at DigitalBridge Investment Management, was a guest on the latest edition of the Nareit REIT Report podcast. Hughes discussed some of the trends and developments in digital infrastructure and real estate securities markets today. He noted that the types of real estate businesses that get character…
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Episode 395: CBRE IM’s Elisabeth Troni on Deciding to Add Listed REITs to a Global Investment Strategy
13:22
13:22
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13:22
Elisabeth Troni, fund manager with CBRE IM’s flagship global investment strategy, was a guest on the latest episode of Nareit’s REIT Report. CBRE IM’s flagship global strategy began to allocate to listed REITs in December 2022. Troni explains the timing behind that decision and the scope it gave the strategy to access niche and specialized property…
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