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Analysts say REITs boosted by fundamentals and yield-hungry investors.
CEO Stephen Lebovitz says technology prompting retailers to innovate.
CEO Glenn Rufrano says disposition schedule on track.
CEO Justin Knight says Hilton and Marriott partnership producing “strongest returns.”
CEO John Thomas says REIT adding scale in existing markets.
Global head of research Chris Caton says industrial supply has been measured.
CEO Scott Fordham sees continued headwinds in Houston market.
Barclays’ Ragavan Bala “cautiously optimistic” on fundamentals.
Chatham Financial’s Laura Grant also looks at impact of pending FASB rule changes.
COO John Kessler says REIT focused on redeveloping assets, marking to market.