Nareit's Reit Report Podcast

Stacy Slater, senior vice president for investor relations at Brixmor Property Group Inc. (NYSE: BRX), joined Nareit for a special edition of Nareit’s REIT Report Podcast recorded in New York during Nareit’s REITweek: 2018 Investor Conference.Slater said some of the questions most frequently asked by investors focus on tenant demand at its shopping center properties and how that might have changed from last year. Investors are also interested in the disconnect between valuation levels and where Brixmor is selling its assets, she said. Other investor areas of interest include where Brixmor and other retail REIT stocks are trading on an implied cap, rate, and the impact of rising interest rates.Slater described competition for capital as “hard,” noting that there have been outflows out of the REIT industry.

Steven Brown, senior portfolio manager at American Century Investments, joined Nareit for a special edition of Nareit’s REIT Report Podcast recorded in New York during Nareit’s REITweek: 2018 Investor Conference.Brown commented on REIT fundamentals, noting that following a deceleration in the last couple of years, “we’re starting to see an inflection point in terms of same-store net operating income (NOI).” If the United States economy continues to improve, that could bode well for an acceleration in REIT fundamentals in 2019, he added.

Laurel Durkay, portfolio manager at Cohen & Steers, and J. Scott Craig, portfolio manager at Eaton Vance, were guests on a special edition of Nareit’s REIT Report Podcast recorded in New York during Nareit’s REITweek: 2018 Investor Conference.Durkay and Craig discussed several key topics, including the messages from REIT management teams that they are paying most attention to.

Hans Nordby, managing director of CoStar Portfolio Strategy, is the guest on the latest edition of Nareit’s REIT Report podcast. Nordby discusses some of the main factors influencing REIT valuations and what the sharp disconnect between public and private market real estate values could mean going forward.

Nareit’s Brad Case sees signs that investors are regaining interest in REITs.

Bloomberg’s Lindsay Dutch says deal may not change competitive landscape overall.

Nareit’s Calvin Schnure says increased certainty on interest rates will support REITs.

James Nelson, president and CEO of Global Net Lease is the guest on the latest episode of Nareit’s REIT Report podcast.Nelson, who was named CEO in August 2017, notes that GNL’s net lease portfolio is about evenly split between the United States and Europe.

NIC’s Beth Mace says demographic forces “just getting better.”

Schack research points to link between diverse populations and long-term growth.

5G will allow mobile devices to stream high definition videos and offer augmented and virtual reality products. 5G will also enable a “really robust” Internet of Things environment, including the use of autonomous vehicles and drones, says James Taiclet, chairman, president and CEO of American Tower Corp.

Scott Crowe, chief investment strategist at CenterSquare Investment Management, spoke about environmental, social and governance (ESG) trends within the REIT sector, and how CenterSquare’s own analysis of ESG matters has changed during the past two decades.

Bonnie Gottlieb, Nareit’s senior vice president for industry and member affairs, is Nareit’s liaison to its recently-launched Dividends Through Diversity initiative. She discussed the goals of the program, and why Nareit felt this was the right time to address the issue of diversity in REITs and the broader commercial real estate industry.

Lou Conforti, CEO and director of retail REIT Washington Prime Group Inc. provides an overview of developments at Washington Prime as well as across the retail real estate industry more broadly.

Salient’s Joel Beam highlights long-term benefits of REIT investment.

First Industrial Realty Trust, Inc.’s President and CEO Peter Baccile discusses his move from investment banking to the C-suite, priorities during his first year on the job and why this is a “golden age” for industrial real estate.

Nareit's Calvin Schnure discusses the effects of interest rates and REITs.

VICI Properties CEO Ed Pitoniak discusses the timing of the company's IPO on Feb. 1.

REIT analyst Richard Anderson of Mizuho reviews the tops stories in the REIT market from 2017 and looks ahead to the rest of 2018.

Nareit's Fulya Kocak provides a preview of the upcoming ESG Forum in Seattle from Jan. 23-24.