Nareit's REIT Report Podcast

Craig Ramiro, executive vice president of asset management at Armada Hoffler Properties, Inc. (NYSE: AHH), joined the latest episode of the REIT Report podcast. He discussed the company’s focus on creating value—including repositioning and redevelopment opportunities across the portfolio—as well as the strong demand it sees for its class-A office properties. 

Ramiro noted that Armada Hoffler is benefitting from the supply-demand imb...

Mark Wojteczko, Deloitte’s national real estate funds co-leader, was a guest on the latest episode of Nareit’s REIT Report podcast. He reviewed findings from a recent Deloitte report into the rise of alternative property types and how upcoming changes in corporate leadership could accelerate that trend.

 “We do believe that the emergence of these alternative property types is going to accelerate in the future and that many next-gen ...

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, Michael Reed, senior director of building transformation at the New York State Energy Research and Development Authority (NYSERDA), joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability. They discuss t...

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 exceptional founders building the next wave o...

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 discuss her perspective on the evo...

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 carried out its survey twice this year, on...

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 property level using industry leading ...

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 pick up in 2026 either. Lack of new co...

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 real estate should be viewed as a “di...

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 from new directions in trade policy a...

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.

Sweat said technology can be benefici...

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 economy sectors, such as data centers ...

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.

“That obviously is a big benefit and ...

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 we think are selling off more than ...

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 stressed that the real estate sector is...

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 “very high quality” opportunities ex...

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 facing the REIT industry as it remai...

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 typical garden variety recession, which...

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 (...