Nareit's REIT Report Podcast

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 Federal Emergency Management Agency’s (...

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joined the REIT Report podcast to discuss the multifamily REIT’s development strategy, including the repurposing of outdated assets, as well as demand drivers in the build-to-rent segment, mixed-use development opportunities, and more.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, including the increase in migration ...

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-resolution climate models are helping peopl...

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 (DOGE). “DOGE is a tailwind. We could...

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 solutions. With forensic diagnosis, enginee...

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 of staying calm and focused in today...

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, have good disclosure, and aren'...

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 potentially higher import costs, but also a ...

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-term volatility and secular change. Sh...

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 five to 10 years. By 2030, the group ...

Nareit Hawaii Executive Director Gladys Quinto Marrone was a guest on the latest episode of Nareit’s REIT Report podcast. Marrone discussed the mission of Nareit Hawaii, including its community outreach work.

As to how the Nareit Hawaii Community Giving Initiative, established by the Nareit Foundation, goes about selecting the programs it chooses to support, Marrone noted, “We try to ensure that grantees come from all around the sta...

Ji Zhang, portfolio manager for global real estate at Cohen & Steers, was a guest on the latest episode of Nareit’s REIT Report podcast. Zhang spoke about her firm’s recent entry into the active exchange traded fund space, including the Cohen & Steers Real Estate Active ETF.

Zhang explained that the ETF is designed specifically to invest in “high conviction ideas” in U.S. REITs, while opportunistically investing in internati...

Bill Ferguson, co-chairman and CEO of Ferguson Partners, and Mike Cordingley, who leads Ferguson’s North American Management Consulting and Leadership Consulting Business Units, were guests on Nareit’s REIT Report podcast. Ferguson and Cordingley discussed their latest research into REIT CEO succession trends and shared best practices for transition planning.

“Succession is, if not the highest priority for the board, one of the high...

Maaike van Bragt, senior research associate, and Chris Flynn, head of product development at CEM Benchmarking, were guests on the latest episode of Nareit’s REIT Report podcast. Van Bragt and Flynn discussed some of the findings from the 2024 CEM Benchmarking study into investment performance across various asset classes.

In research sponsored by Nareit, CEM Benchmarking took a comprehensive look at investment allo...

Melinda McLaughlin, global head of research at Prologis, Inc . (NYSE: PLD), was a guest on the latest episode of Nareit’s REIT Report podcast. She discussed broad trends impacting logistics today, including global trade, delivery speeds, new construction, e-commerce, rising barriers to supply, standout global markets, and more.

McLaughlin said 2025 looks set to be a “solid year” for both consumption and global trad...

Allan Swaringen, president and CEO of JLL Income Property Trust, was a guest on the latest episode of Nareit’s REIT Report podcast.

JLL IPT is a daily NAV REIT that owns and manages a diversified portfolio of apartment, industrial, grocery-anchored retail, health care, and office properties located in the United States.

Swaringen said JLL IPT’s mission is to be a hybrid investment that balances the stabili...

Three members of Citi’s global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outlooks and sector performance.

Macro fundamentals, interest rates, and geopolitical sentiment are mixed globally, resulting in stock preferences that are heavily driven by regional teams...

Richard Barkham, chief economist at CBRE, was a guest on the latest episode of Nareit’s REIT Report podcast.

CBRE is forecasting GDP growth of about 2.3% this year. With the economic momentum of 2024 continuing into 2025, “I think we're seeing the slow start to a new real estate cycle,” as vacancy begins to trend lower and rental growth generally firms and starts to head higher, Barkham said.

Barkham ...

Abby McCarthy, Nareit’s senior vice president for investment affairs, joined the REIT Report podcast to discuss the value REITs can provide to an overall investment portfolio. 

“REITs offer investors a low cost, effective, and liquid means of investing in commercial real estate. As real estate stocks, they provide meaningful benefits to investment portfolios, which does include competitive long-term total returns, ...